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
3901
$429K ﹤0.01%
87,215
-434,498
3902
$428K ﹤0.01%
21,765
+2,020
3903
$427K ﹤0.01%
+50,848
3904
$426K ﹤0.01%
12,953
-13,816
3905
$426K ﹤0.01%
29,863
+2,279
3906
$425K ﹤0.01%
10,838
-5,426
3907
$422K ﹤0.01%
55,284
-48,862
3908
$419K ﹤0.01%
9,985
+4,352
3909
$418K ﹤0.01%
13,779
+9,569
3910
$417K ﹤0.01%
71,790
-406
3911
$417K ﹤0.01%
48,572
+7,749
3912
$417K ﹤0.01%
18,276
+1,382
3913
$414K ﹤0.01%
52,719
+9,368
3914
$413K ﹤0.01%
+8,294
3915
$413K ﹤0.01%
628,667
-290,415
3916
$413K ﹤0.01%
35,160
-33,657
3917
$411K ﹤0.01%
238,995
+200,435
3918
$411K ﹤0.01%
2,601
-1,688
3919
$409K ﹤0.01%
8,406
-2,532
3920
$409K ﹤0.01%
18,927
-24,278
3921
$408K ﹤0.01%
193,377
-206,130
3922
$407K ﹤0.01%
83,161
-67,343
3923
$407K ﹤0.01%
72,032
-738
3924
$406K ﹤0.01%
7,297
-15
3925
$406K ﹤0.01%
13,447
-10,143