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
1276
$40.6M ﹤0.01%
843,885
-115,170
1277
$40.4M ﹤0.01%
200,719
+145,412
1278
$40.1M ﹤0.01%
906,187
+92,060
1279
$40.1M ﹤0.01%
1,401,430
-226,582
1280
$40M ﹤0.01%
+1,625,000
1281
$40M ﹤0.01%
202,957
+8,739
1282
$39.9M ﹤0.01%
1,288,791
+398,533
1283
$39.9M ﹤0.01%
4,894,284
-2,319,966
1284
$39.8M ﹤0.01%
408,563
+4,686
1285
$39.8M ﹤0.01%
2,242,504
+293,387
1286
$39.5M ﹤0.01%
350,512
+87,224
1287
$39.4M ﹤0.01%
650,889
+3,869
1288
$39.3M ﹤0.01%
389,162
-26,445
1289
$39.3M ﹤0.01%
1,257,241
+544,193
1290
$39.3M ﹤0.01%
429,005
-49,604
1291
$39.2M ﹤0.01%
1,568,558
+868,432
1292
$39.2M ﹤0.01%
1,340,372
+795,673
1293
$39.1M ﹤0.01%
678,554
-3,260
1294
$39M ﹤0.01%
977,486
+323,160
1295
$38.9M ﹤0.01%
549,057
-79,589
1296
$38.9M ﹤0.01%
741,664
+130,114
1297
$38.8M ﹤0.01%
1,326,258
+187,977
1298
$38.8M ﹤0.01%
980,533
+398,344
1299
$38.7M ﹤0.01%
+1,507,338
1300
$38.6M ﹤0.01%
1,524,381
+1,164,372