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
3101
$1.97M ﹤0.01%
32,143
-162,621
3102
$1.97M ﹤0.01%
43,673
-3,450
3103
$1.96M ﹤0.01%
371,709
-418,420
3104
$1.96M ﹤0.01%
27,386
+3,662
3105
$1.96M ﹤0.01%
57,782
+3,557
3106
$1.96M ﹤0.01%
497,567
+83,678
3107
$1.95M ﹤0.01%
331,100
+316,723
3108
$1.95M ﹤0.01%
267,485
-462,855
3109
$1.95M ﹤0.01%
102,367
-142,553
3110
$1.95M ﹤0.01%
313,877
-172,211
3111
$1.95M ﹤0.01%
49,607
-7,525
3112
$1.94M ﹤0.01%
101,831
3113
$1.94M ﹤0.01%
+26,157
3114
$1.94M ﹤0.01%
419,357
-126,610
3115
$1.94M ﹤0.01%
48,357
-101,304
3116
$1.94M ﹤0.01%
1,415,244
-59,341
3117
$1.94M ﹤0.01%
66,880
-86,691
3118
$1.94M ﹤0.01%
1,145,630
+308,491
3119
$1.93M ﹤0.01%
21,709
-7,287
3120
$1.93M ﹤0.01%
304,569
-252,669
3121
$1.92M ﹤0.01%
142,380
+11,712
3122
$1.92M ﹤0.01%
93,700
3123
$1.92M ﹤0.01%
32,271
-109,980
3124
$1.92M ﹤0.01%
57,410
+13,686
3125
$1.92M ﹤0.01%
99,232
-63,413