JP Morgan Chase

JP Morgan Chase Portfolio holdings

AUM $1.57T
1-Year Est. Return 25.06%
 

JPMorgan Chase & Co., formed by the 2000 merger of J.P. Morgan & Co. and Chase Manhattan Bank, is a global financial services giant headquartered in New York City, tracing its roots back to 1799 through its predecessor firms. As one of the largest banks in the world, it operates across investment banking, commercial banking, asset management, and consumer banking, managing trillions in assets and serving millions of customers, corporations, and governments. Led by CEO Jamie Dimon since 2005, the firm is renowned for its role in high-profile deals, robust trading operations, and its Chase retail banking network, which includes extensive credit card and mortgage services. Combining a legacy of financial innovation with a dominant market presence, JPMorgan Chase remains a cornerstone of the global economy.

This Quarter Est. Return
1 Year Est. Return
+25.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.31T
AUM Growth
+$48.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,769
New
Increased
Reduced
Closed

Top Buys

1 +$4.91B
2 +$3.85B
3 +$3.75B
4
AAPL icon
Apple
AAPL
+$3.5B
5
AMZN icon
Amazon
AMZN
+$3.3B

Top Sells

1 +$1.42B
2 +$1.19B
3 +$1.05B
4
CSX icon
CSX Corp
CSX
+$908M
5
PYPL icon
PayPal
PYPL
+$903M

Sector Composition

1 Technology 21.9%
2 Financials 10.95%
3 Consumer Discretionary 10.24%
4 Healthcare 9.4%
5 Communication Services 7.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2976
$2.49M ﹤0.01%
194,192
+33,136
2977
$2.49M ﹤0.01%
1,111,686
+734,084
2978
$2.48M ﹤0.01%
337,831
+148,536
2979
$2.48M ﹤0.01%
252,832
-41,576
2980
$2.47M ﹤0.01%
161,163
-132,743
2981
$2.47M ﹤0.01%
336,467
+258,099
2982
$2.47M ﹤0.01%
197,002
+136,725
2983
$2.46M ﹤0.01%
59,622
-12,439
2984
$2.46M ﹤0.01%
232,512
-3,856
2985
$2.46M ﹤0.01%
90,177
-4,320
2986
$2.45M ﹤0.01%
187,480
+66,359
2987
$2.45M ﹤0.01%
315,489
+173,466
2988
$2.44M ﹤0.01%
218,957
-24,088
2989
$2.42M ﹤0.01%
176,316
+162,324
2990
$2.42M ﹤0.01%
113,988
+92,857
2991
$2.42M ﹤0.01%
34,181
-12,762
2992
$2.42M ﹤0.01%
75,147
+7,876
2993
$2.41M ﹤0.01%
167,732
-22,653
2994
$2.4M ﹤0.01%
183,551
-290,010
2995
$2.4M ﹤0.01%
44,950
-9,343
2996
$2.39M ﹤0.01%
63,726
+39,853
2997
$2.38M ﹤0.01%
62,881
+1,174
2998
$2.37M ﹤0.01%
31,679
+8,966
2999
$2.37M ﹤0.01%
262,720
-225,777
3000
$2.37M ﹤0.01%
54,032
+4,060