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
3751
$551K ﹤0.01%
20,200
-35,805
3752
$548K ﹤0.01%
4,918
-913
3753
$547K ﹤0.01%
67,879
-198,448
3754
$546K ﹤0.01%
75,096
-233,363
3755
$546K ﹤0.01%
44,184
-40,291
3756
$544K ﹤0.01%
11,018
+2,759
3757
$543K ﹤0.01%
10,944
-1,586
3758
$543K ﹤0.01%
45,690
+14,795
3759
$543K ﹤0.01%
807,120
+402,299
3760
$542K ﹤0.01%
33,880
+2,735
3761
$542K ﹤0.01%
183,226
-14,282
3762
$542K ﹤0.01%
18,167
-11,503
3763
$541K ﹤0.01%
+20,797
3764
$540K ﹤0.01%
8,162
-6,474
3765
$540K ﹤0.01%
37,607
-45,461
3766
$540K ﹤0.01%
10,779
-3,345
3767
$539K ﹤0.01%
54,704
-44,536
3768
$539K ﹤0.01%
154,994
-48,436
3769
$538K ﹤0.01%
43,792
-21,034
3770
$538K ﹤0.01%
15,232
-6,020
3771
$537K ﹤0.01%
177,890
-423,027
3772
$536K ﹤0.01%
67,113
-344,917
3773
$535K ﹤0.01%
17,435
+1,293
3774
$534K ﹤0.01%
26,562
-25,713
3775
$533K ﹤0.01%
+12,935