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
1326
$37.1M ﹤0.01%
637,910
-89,899
1327
$37M ﹤0.01%
467,193
+4,899
1328
$37M ﹤0.01%
355,639
-108,256
1329
$36.5M ﹤0.01%
1,093,531
+42,708
1330
$36.5M ﹤0.01%
147,156
+14,712
1331
$36.4M ﹤0.01%
454,058
+1,851
1332
$36.3M ﹤0.01%
2,129,956
+760
1333
$36.2M ﹤0.01%
749,367
-17,364
1334
$36.2M ﹤0.01%
500,302
-149,329
1335
$36.2M ﹤0.01%
2,174,106
+32,897
1336
$36M ﹤0.01%
1,232,424
+239,349
1337
$36M ﹤0.01%
962,631
+925,376
1338
$35.9M ﹤0.01%
508,408
+81,399
1339
$35.9M ﹤0.01%
2,290,725
-306,939
1340
$35.8M ﹤0.01%
500,978
-124,726
1341
$35.7M ﹤0.01%
+1,180,479
1342
$35.6M ﹤0.01%
937,151
+586,293
1343
$35.5M ﹤0.01%
143,421
+19,343
1344
$35.5M ﹤0.01%
1,036,382
+515,849
1345
$35.5M ﹤0.01%
1,024,588
-27,826
1346
$35.5M ﹤0.01%
2,344,031
-41,797
1347
$35.1M ﹤0.01%
951,185
-2,363,390
1348
$35.1M ﹤0.01%
1,383,059
+39,638
1349
$34.9M ﹤0.01%
227,938
+21,887
1350
$34.9M ﹤0.01%
3,723,759
+1,370,431