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
1076
$62.1M ﹤0.01%
889,713
+283,941
1077
$61.9M ﹤0.01%
491,446
-73,099
1078
$61.9M ﹤0.01%
200,686
+8,430
1079
$61.8M ﹤0.01%
4,313,083
+891,852
1080
$61.8M ﹤0.01%
2,269,247
+945,324
1081
$61.7M ﹤0.01%
515,631
+215,459
1082
$61.5M ﹤0.01%
224,524
-25,048
1083
$61.5M ﹤0.01%
1,198,026
+542,967
1084
$61.2M ﹤0.01%
478,196
+163,798
1085
$61.1M ﹤0.01%
428,138
-361,673
1086
$61M ﹤0.01%
992,306
-812,995
1087
$60.6M ﹤0.01%
543,338
+120,196
1088
$60.5M ﹤0.01%
2,262,016
+627,678
1089
$60.4M ﹤0.01%
2,909,959
-1,631,108
1090
$60.2M ﹤0.01%
200,763
+10,108
1091
$60M ﹤0.01%
4,260,142
-225,227
1092
$60M ﹤0.01%
932,331
+525,860
1093
$59.8M ﹤0.01%
583,878
+94,429
1094
$59.4M ﹤0.01%
1,165,386
-106,909
1095
$59.1M ﹤0.01%
1,847,183
+257,899
1096
$59M ﹤0.01%
714,466
-140,952
1097
$58.9M ﹤0.01%
562,514
-144,292
1098
$58.8M ﹤0.01%
721,284
+9,418
1099
$58.5M ﹤0.01%
1,889,255
+542,217
1100
$58.4M ﹤0.01%
631,303
+97,318