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
3976
$368K ﹤0.01%
19,518
-18,408
3977
$367K ﹤0.01%
59,533
-657,160
3978
$366K ﹤0.01%
265,101
+198,345
3979
$366K ﹤0.01%
10,476
+4,437
3980
$364K ﹤0.01%
29,400
+248
3981
$364K ﹤0.01%
10,172
+9,940
3982
$363K ﹤0.01%
8,541
+7,237
3983
$362K ﹤0.01%
11,720
-1,854
3984
$361K ﹤0.01%
12,741
-2,028,930
3985
$361K ﹤0.01%
28,482
+2,822
3986
$360K ﹤0.01%
14,447
-4,979
3987
$359K ﹤0.01%
9,654
+3,857
3988
$357K ﹤0.01%
2,649
-2,234
3989
$356K ﹤0.01%
236,080
-289,402
3990
$355K ﹤0.01%
21,706
-13,877
3991
$355K ﹤0.01%
47,591
+26,946
3992
$354K ﹤0.01%
16,977
-13,152
3993
$354K ﹤0.01%
18,901
-22,037
3994
$354K ﹤0.01%
12,651
-13,180
3995
$353K ﹤0.01%
54,494
-47,454
3996
$353K ﹤0.01%
34,500
3997
$353K ﹤0.01%
12,347
+9,707
3998
$351K ﹤0.01%
14,137
-17,940
3999
$350K ﹤0.01%
22,800
4000
$348K ﹤0.01%
251,437
-7,955