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
3851
$471K ﹤0.01%
29,564
-50,642
3852
$471K ﹤0.01%
115,632
-670,937
3853
$471K ﹤0.01%
46,870
-12,597
3854
$470K ﹤0.01%
11,657
-5,796
3855
$469K ﹤0.01%
190,815
-200,281
3856
$467K ﹤0.01%
8,131
-8,611
3857
$467K ﹤0.01%
203,027
-751,182
3858
$467K ﹤0.01%
100,196
+15,204
3859
$466K ﹤0.01%
13,899
-202
3860
$464K ﹤0.01%
30,112
+16,198
3861
$464K ﹤0.01%
8,710
-4,966
3862
$463K ﹤0.01%
110,599
+3,645
3863
$463K ﹤0.01%
12,345
-21,845
3864
$463K ﹤0.01%
70,001
+59,053
3865
$461K ﹤0.01%
30,872
+24,319
3866
$461K ﹤0.01%
22,938
-676
3867
$461K ﹤0.01%
31,829
-120,881
3868
$460K ﹤0.01%
6,976
-3,835
3869
$459K ﹤0.01%
96,516
-58,599
3870
$459K ﹤0.01%
14,966
-3,082
3871
$458K ﹤0.01%
19,586
-18,614
3872
$458K ﹤0.01%
16,833
+1,076
3873
$457K ﹤0.01%
38,409
-73,574
3874
$457K ﹤0.01%
9,952
-6,280
3875
$455K ﹤0.01%
204,253
-76,780