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
3151
$1.86M ﹤0.01%
166,777
+27,950
3152
$1.86M ﹤0.01%
40,667
-86,337
3153
$1.86M ﹤0.01%
121,069
-42,318
3154
$1.86M ﹤0.01%
38,406
+3,696
3155
$1.85M ﹤0.01%
76,668
-106,441
3156
$1.85M ﹤0.01%
82,696
+1,792
3157
$1.85M ﹤0.01%
27,353
-41,901
3158
$1.84M ﹤0.01%
24,899
+1,546
3159
$1.84M ﹤0.01%
87,762
+54,997
3160
$1.84M ﹤0.01%
498,213
-85,821
3161
$1.83M ﹤0.01%
1,486,149
-156,421
3162
$1.82M ﹤0.01%
123,952
-466,064
3163
$1.82M ﹤0.01%
47,458
+14,037
3164
$1.82M ﹤0.01%
37,787
+20,914
3165
$1.81M ﹤0.01%
61,246
-15,904
3166
$1.81M ﹤0.01%
17,975
+1,384
3167
$1.81M ﹤0.01%
61,658
-148,731
3168
$1.78M ﹤0.01%
116,354
+96,640
3169
$1.78M ﹤0.01%
41,367
+180
3170
$1.77M ﹤0.01%
202,890
-94,012
3171
$1.77M ﹤0.01%
29,745
+5,059
3172
$1.77M ﹤0.01%
86,921
-60,912
3173
$1.76M ﹤0.01%
11,263
3174
$1.76M ﹤0.01%
790,833
-6,554
3175
$1.75M ﹤0.01%
55,697
+32,544