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
3451
$1.06M ﹤0.01%
58,447
+8,435
3452
$1.06M ﹤0.01%
58,353
-31,327
3453
$1.06M ﹤0.01%
56,934
-93,100
3454
$1.06M ﹤0.01%
47,534
-48,542
3455
$1.05M ﹤0.01%
32,285
+12,709
3456
$1.05M ﹤0.01%
42,247
+4,182
3457
$1.05M ﹤0.01%
13,345
+2,435
3458
$1.04M ﹤0.01%
27,797
-1,279
3459
$1.04M ﹤0.01%
386,009
-110,869
3460
$1.04M ﹤0.01%
60,929
-85,777
3461
$1.04M ﹤0.01%
+20,950
3462
$1.04M ﹤0.01%
22,096
-27,922
3463
$1.04M ﹤0.01%
163,996
-159,343
3464
$1.04M ﹤0.01%
213,747
+213,313
3465
$1.04M ﹤0.01%
22,901
-36,308
3466
$1.03M ﹤0.01%
45,912
+808
3467
$1.03M ﹤0.01%
19,893
+1,854
3468
$1.02M ﹤0.01%
30,701
+4,444
3469
$1.02M ﹤0.01%
86,978
-394,023
3470
$1.02M ﹤0.01%
133,943
+87,139
3471
$1.02M ﹤0.01%
100,578
-51,432
3472
$1.01M ﹤0.01%
74,307
-28,738
3473
$1.01M ﹤0.01%
37,058
+460
3474
$1.01M ﹤0.01%
17,568
+2,247
3475
$1.01M ﹤0.01%
34,362
+16,410