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
3226
$1.59M ﹤0.01%
581,154
-266,023
3227
$1.58M ﹤0.01%
34,881
-1,542
3228
$1.58M ﹤0.01%
+157,200
3229
$1.58M ﹤0.01%
22,081
+3,354
3230
$1.57M ﹤0.01%
68,330
-6,032
3231
$1.57M ﹤0.01%
581,610
+216,914
3232
$1.57M ﹤0.01%
333,290
+214,374
3233
$1.57M ﹤0.01%
672,843
-1,332,771
3234
$1.57M ﹤0.01%
557,547
-369,183
3235
$1.57M ﹤0.01%
63,733
-97,063
3236
$1.56M ﹤0.01%
135,777
-64,993
3237
$1.56M ﹤0.01%
55,223
3238
$1.56M ﹤0.01%
+66,533
3239
$1.56M ﹤0.01%
103,281
-109,287
3240
$1.55M ﹤0.01%
255,676
-82,639
3241
$1.54M ﹤0.01%
178,735
-21,002
3242
$1.54M ﹤0.01%
166,772
+58,568
3243
$1.54M ﹤0.01%
371,221
-120,656
3244
$1.54M ﹤0.01%
263,570
-242,812
3245
$1.54M ﹤0.01%
106,500
+33,740
3246
$1.53M ﹤0.01%
165,095
+149,454
3247
$1.53M ﹤0.01%
696,443
+133,679
3248
$1.53M ﹤0.01%
400,416
-1,910,587
3249
$1.53M ﹤0.01%
80,018
-24,609
3250
$1.53M ﹤0.01%
124,959
-503,327