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
3601
$776K ﹤0.01%
159,656
-304,616
3602
$770K ﹤0.01%
503,330
-749,241
3603
$769K ﹤0.01%
5,648
-1,321
3604
$767K ﹤0.01%
121,039
-41,666
3605
$766K ﹤0.01%
+21,200
3606
$766K ﹤0.01%
184,123
-2,082,213
3607
$765K ﹤0.01%
25,550
-9,609
3608
$764K ﹤0.01%
70,189
-1,918
3609
$763K ﹤0.01%
498,721
+410,401
3610
$760K ﹤0.01%
340,998
+298,420
3611
$757K ﹤0.01%
9,251
+1,372
3612
$757K ﹤0.01%
123,009
+10,334
3613
$756K ﹤0.01%
12,814
-213
3614
$751K ﹤0.01%
+29,995
3615
$751K ﹤0.01%
33,856
+1,824
3616
$746K ﹤0.01%
20,049
+20,000
3617
$746K ﹤0.01%
179,382
+24,066
3618
$745K ﹤0.01%
25,373
-30,047
3619
$745K ﹤0.01%
39,103
-264
3620
$744K ﹤0.01%
23,697
+3,507
3621
$741K ﹤0.01%
134,202
-28,911
3622
$739K ﹤0.01%
17,193
+59
3623
$738K ﹤0.01%
56,015
-106,972
3624
$737K ﹤0.01%
8,921
-28,451
3625
$736K ﹤0.01%
11,595
-1,268