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
3026
$2.27M ﹤0.01%
353,442
+92,100
3027
$2.27M ﹤0.01%
209,051
+16,650
3028
$2.27M ﹤0.01%
50,507
-163,769
3029
$2.26M ﹤0.01%
92,118
-55,036
3030
$2.26M ﹤0.01%
342,582
-58,511
3031
$2.26M ﹤0.01%
491,641
+219,181
3032
$2.25M ﹤0.01%
241,274
-6,461
3033
$2.25M ﹤0.01%
22,187
+6,698
3034
$2.25M ﹤0.01%
97,367
+1,376
3035
$2.24M ﹤0.01%
243,347
-45,028
3036
$2.23M ﹤0.01%
26,603
-1,498
3037
$2.23M ﹤0.01%
+545,397
3038
$2.22M ﹤0.01%
172,837
-137,098
3039
$2.22M ﹤0.01%
80,913
-4,948
3040
$2.21M ﹤0.01%
254,570
+5,300
3041
$2.2M ﹤0.01%
57,344
+217
3042
$2.2M ﹤0.01%
33,197
+3,651
3043
$2.19M ﹤0.01%
53,539
-6,859
3044
$2.19M ﹤0.01%
23,814
+292
3045
$2.19M ﹤0.01%
1,410,104
+338,571
3046
$2.18M ﹤0.01%
44,885
+1,199
3047
$2.18M ﹤0.01%
66,629
-73,113
3048
$2.18M ﹤0.01%
20,940
-1,494
3049
$2.18M ﹤0.01%
70,171
-93,361
3050
$2.17M ﹤0.01%
108,881
-16,535