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
3176
$1.75M ﹤0.01%
94,034
-83,433
3177
$1.75M ﹤0.01%
211,618
+23,974
3178
$1.74M ﹤0.01%
67,235
-20,574
3179
$1.74M ﹤0.01%
+111,867
3180
$1.74M ﹤0.01%
68,969
+15,539
3181
$1.74M ﹤0.01%
65,121
-14,600
3182
$1.74M ﹤0.01%
53,628
-10,363
3183
$1.73M ﹤0.01%
+17,605
3184
$1.73M ﹤0.01%
31,916
+3,511
3185
$1.73M ﹤0.01%
54,131
+1,015
3186
$1.73M ﹤0.01%
107,112
-49,470
3187
$1.73M ﹤0.01%
32,982
-13,501
3188
$1.73M ﹤0.01%
16,506
-6,586
3189
$1.73M ﹤0.01%
101,571
+15,021
3190
$1.72M ﹤0.01%
+152,216
3191
$1.71M ﹤0.01%
111,637
-1,195,504
3192
$1.69M ﹤0.01%
66,125
-79,591
3193
$1.69M ﹤0.01%
69,791
+1,528
3194
$1.69M ﹤0.01%
77,567
-86,028
3195
$1.69M ﹤0.01%
20,318
-3,668
3196
$1.69M ﹤0.01%
201,484
+105,453
3197
$1.69M ﹤0.01%
25,937
-3,500
3198
$1.68M ﹤0.01%
99,264
+22,752
3199
$1.67M ﹤0.01%
45,536
-14,067
3200
$1.67M ﹤0.01%
42,839
-3,715