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
1351
$34.9M ﹤0.01%
1,269,978
-15,280
1352
$34.8M ﹤0.01%
275,014
-190,196
1353
$34.8M ﹤0.01%
191,857
-140,017
1354
$34.8M ﹤0.01%
921,087
-4,683,518
1355
$34.7M ﹤0.01%
885,541
-5,571
1356
$34.6M ﹤0.01%
1,336,582
-432,675
1357
$34.5M ﹤0.01%
371,645
-232,093
1358
$34.4M ﹤0.01%
1,062,791
+6,550
1359
$34.3M ﹤0.01%
3,832,602
+3,556,251
1360
$34.2M ﹤0.01%
163,617
+22,400
1361
$34.1M ﹤0.01%
1,333,082
+991,815
1362
$34M ﹤0.01%
407,607
-21,136
1363
$34M ﹤0.01%
264,418
-53,334
1364
$33.9M ﹤0.01%
2,312,790
-123,916
1365
$33.6M ﹤0.01%
3,150,309
-1,036,019
1366
$33.5M ﹤0.01%
+719,576
1367
$33.4M ﹤0.01%
204,538
+19,731
1368
$33.4M ﹤0.01%
1,314,088
+268,460
1369
$33.4M ﹤0.01%
840,338
-351,393
1370
$33.2M ﹤0.01%
2,183,204
+1,295,842
1371
$33.2M ﹤0.01%
290,775
+30,873
1372
$33.1M ﹤0.01%
1,259,700
-175,670
1373
$32.9M ﹤0.01%
271,186
-200,123
1374
$32.9M ﹤0.01%
450,470
-118,768
1375
$32.8M ﹤0.01%
569,370
-23,822