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
3276
$1.46M ﹤0.01%
8,190
-234
3277
$1.45M ﹤0.01%
59,572
+12,092
3278
$1.44M ﹤0.01%
316,179
-101,360
3279
$1.44M ﹤0.01%
151,393
+31,775
3280
$1.44M ﹤0.01%
270,814
+52,262
3281
$1.44M ﹤0.01%
25,425
-13,865
3282
$1.44M ﹤0.01%
27,973
-101,211
3283
$1.43M ﹤0.01%
389,844
+160,341
3284
$1.43M ﹤0.01%
74,636
+8,988
3285
$1.43M ﹤0.01%
109,934
-2,848
3286
$1.43M ﹤0.01%
122,982
+20,480
3287
$1.42M ﹤0.01%
741,161
+284,867
3288
$1.42M ﹤0.01%
490,294
-817,169
3289
$1.41M ﹤0.01%
182,145
-460,917
3290
$1.41M ﹤0.01%
126,693
-176,639
3291
$1.41M ﹤0.01%
71,663
-2,295
3292
$1.41M ﹤0.01%
57,781
+19,126
3293
$1.4M ﹤0.01%
5,825
+328
3294
$1.4M ﹤0.01%
62,490
-6,037
3295
$1.4M ﹤0.01%
62,994
-10,777
3296
$1.4M ﹤0.01%
156,817
-62,751
3297
$1.4M ﹤0.01%
149,806
+5,330
3298
$1.4M ﹤0.01%
176,224
-380,829
3299
$1.4M ﹤0.01%
59,970
+53,183
3300
$1.4M ﹤0.01%
21,863
-14,704