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
3801
$513K ﹤0.01%
34,882
-30,583
3802
$512K ﹤0.01%
28,881
-1,589
3803
$512K ﹤0.01%
14,648
+7,926
3804
$511K ﹤0.01%
12,721
-3,726
3805
$511K ﹤0.01%
16,449
-3,300
3806
$511K ﹤0.01%
50,000
3807
$511K ﹤0.01%
194,213
-75,828
3808
$510K ﹤0.01%
10,851
-14,876
3809
$508K ﹤0.01%
17,900
+3,880
3810
$508K ﹤0.01%
14,599
-5,587
3811
$505K ﹤0.01%
25,012
+7,663
3812
$504K ﹤0.01%
25,109
-336
3813
$504K ﹤0.01%
65,186
+53,936
3814
$504K ﹤0.01%
25,772
-30,372
3815
$502K ﹤0.01%
34,421
-1,395,940
3816
$501K ﹤0.01%
9,700
-7,958
3817
$501K ﹤0.01%
184,498
-357,327
3818
$501K ﹤0.01%
316,783
-4,595
3819
$498K ﹤0.01%
61,171
-310,347
3820
$498K ﹤0.01%
8,288
3821
$498K ﹤0.01%
148,530
-2,337,692
3822
$497K ﹤0.01%
27,500
-1,118
3823
$496K ﹤0.01%
12,484
-870
3824
$496K ﹤0.01%
4,811
-683
3825
$496K ﹤0.01%
44,843
-211,628