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
1226
$44.6M ﹤0.01%
969,534
-6,499,963
1227
$44.6M ﹤0.01%
272,750
+30,794
1228
$44.6M ﹤0.01%
969,471
+22,139
1229
$44.5M ﹤0.01%
3,201,171
+775,313
1230
$44.5M ﹤0.01%
2,148,054
+1,438,622
1231
$44.5M ﹤0.01%
1,026,889
+488,006
1232
$44.4M ﹤0.01%
722,222
+274,047
1233
$44.4M ﹤0.01%
738,872
-72,381
1234
$44.2M ﹤0.01%
3,558,605
+1,469,778
1235
$44.1M ﹤0.01%
588,044
+257,977
1236
$43.8M ﹤0.01%
410,555
+2,603
1237
$43.8M ﹤0.01%
860,578
-52,411
1238
$43.7M ﹤0.01%
421,229
+268,675
1239
$43.6M ﹤0.01%
1,522,832
+813,092
1240
$43.6M ﹤0.01%
1,125,509
+472,906
1241
$43.5M ﹤0.01%
519,478
-131,066
1242
$43.1M ﹤0.01%
189,225
+3,048
1243
$43.1M ﹤0.01%
597,769
+340,453
1244
$43M ﹤0.01%
129,417
+64,294
1245
$43M ﹤0.01%
889,663
-79,006
1246
$42.9M ﹤0.01%
464,612
-4,488
1247
$42.9M ﹤0.01%
1,911,433
+1,881,202
1248
$42.8M ﹤0.01%
1,175,936
+56,121
1249
$42.8M ﹤0.01%
478,975
+128,621
1250
$42.7M ﹤0.01%
517,451
+40,100