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
3701
$627K ﹤0.01%
+20,923
3702
$626K ﹤0.01%
76,754
+1,058
3703
$623K ﹤0.01%
71,288
-153,649
3704
$620K ﹤0.01%
29,034
-1,567,845
3705
$618K ﹤0.01%
24,884
-15,217
3706
$615K ﹤0.01%
521,334
+6,829
3707
$614K ﹤0.01%
21,372
+1,711
3708
$614K ﹤0.01%
6,659
+4,119
3709
$614K ﹤0.01%
42,748
+15,667
3710
$612K ﹤0.01%
30,577
-77,359
3711
$611K ﹤0.01%
163,825
-121,546
3712
$609K ﹤0.01%
22,859
+22,574
3713
$607K ﹤0.01%
7,724
-995
3714
$605K ﹤0.01%
18,712
-34,011
3715
$604K ﹤0.01%
209,893
+130,773
3716
$604K ﹤0.01%
39,700
+24,995
3717
$600K ﹤0.01%
5,058
+55
3718
$599K ﹤0.01%
203,634
-72,712
3719
$599K ﹤0.01%
93,538
-39,822
3720
$598K ﹤0.01%
58,248
-52,239
3721
$597K ﹤0.01%
36,322
-76,886
3722
$597K ﹤0.01%
12,355
+1,082
3723
$594K ﹤0.01%
27,724
+5,151
3724
$592K ﹤0.01%
16,071
+3,662
3725
$588K ﹤0.01%
334,332
-39,258