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
4201
$211K ﹤0.01%
5,097
+5,090
4202
$210K ﹤0.01%
6,055
+5,923
4203
$210K ﹤0.01%
26,438
-154,916
4204
$210K ﹤0.01%
4,990
+1,956
4205
$210K ﹤0.01%
73,653
-1,534,690
4206
$210K ﹤0.01%
8,107
+3,615
4207
$209K ﹤0.01%
+6,450
4208
$207K ﹤0.01%
8,051
-291
4209
$207K ﹤0.01%
93,995
+50,998
4210
$206K ﹤0.01%
22,777
-6,362
4211
$206K ﹤0.01%
2,855
+2,197
4212
$205K ﹤0.01%
5,371
+5,242
4213
$205K ﹤0.01%
71,536
+20,370
4214
$203K ﹤0.01%
40,735
+6,820
4215
$203K ﹤0.01%
21,032
-476
4216
$203K ﹤0.01%
544,663
-215,218
4217
$202K ﹤0.01%
19,608
-24,459
4218
$201K ﹤0.01%
8,163
-34,654
4219
$201K ﹤0.01%
31,779
+4,521
4220
$201K ﹤0.01%
28,656
-1,555
4221
$201K ﹤0.01%
6,737
+3,133
4222
$199K ﹤0.01%
35,649
+1,913
4223
$199K ﹤0.01%
294,848
-46,821
4224
$199K ﹤0.01%
+7,295
4225
$198K ﹤0.01%
6,491