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
3776
$532K ﹤0.01%
31,749
-70,386
3777
$532K ﹤0.01%
60,962
-43,221
3778
$530K ﹤0.01%
8,086
+8,076
3779
$530K ﹤0.01%
282,044
-75,284
3780
$528K ﹤0.01%
28,832
+5,676
3781
$527K ﹤0.01%
+14,160
3782
$527K ﹤0.01%
109,568
+19,421
3783
$526K ﹤0.01%
32,526
+2,897
3784
$526K ﹤0.01%
81,989
+5,413
3785
$524K ﹤0.01%
9,840
-5,468
3786
$522K ﹤0.01%
15,059
-30,266
3787
$521K ﹤0.01%
90,518
+3,624
3788
$520K ﹤0.01%
95,917
-58,786
3789
$519K ﹤0.01%
21,724
-23,106
3790
$518K ﹤0.01%
18,284
-1,451
3791
$518K ﹤0.01%
25,000
3792
$517K ﹤0.01%
7,665
-2,260
3793
$517K ﹤0.01%
24,345
+2,602
3794
$516K ﹤0.01%
181,716
-96,068
3795
$516K ﹤0.01%
23,469
-22,935
3796
$515K ﹤0.01%
13,560
-10,120
3797
$515K ﹤0.01%
23,799
+11,599
3798
$515K ﹤0.01%
50,000
3799
$514K ﹤0.01%
11,877
-9,873
3800
$514K ﹤0.01%
19,463
-24,141