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
3676
$659K ﹤0.01%
43,962
-64,066
3677
$657K ﹤0.01%
+25,739
3678
$657K ﹤0.01%
248,675
-80,121
3679
$656K ﹤0.01%
14,069
-14,622
3680
$655K ﹤0.01%
25,563
-126,225
3681
$653K ﹤0.01%
86,901
+48,762
3682
$653K ﹤0.01%
20,797
+20,163
3683
$651K ﹤0.01%
+51,127
3684
$650K ﹤0.01%
15,810
-2,222,976
3685
$649K ﹤0.01%
481,097
+283,846
3686
$649K ﹤0.01%
13,311
+9,624
3687
$648K ﹤0.01%
10,935
-7,742
3688
$647K ﹤0.01%
172,000
-74,107
3689
$645K ﹤0.01%
15,914
+15,482
3690
$644K ﹤0.01%
33,497
+16,902
3691
$643K ﹤0.01%
87,417
+43,451
3692
$643K ﹤0.01%
+12,696
3693
$641K ﹤0.01%
9,806
-10
3694
$639K ﹤0.01%
170,790
+152,376
3695
$637K ﹤0.01%
25,108
+2,514
3696
$637K ﹤0.01%
236
+101
3697
$633K ﹤0.01%
216,807
-580,100
3698
$632K ﹤0.01%
39,112
-23,694
3699
$630K ﹤0.01%
17,559
-290,536
3700
$629K ﹤0.01%
6,524
-6,003