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
1426
$30.2M ﹤0.01%
2,293,351
-521,359
1427
$30.1M ﹤0.01%
1,104,130
-711,323
1428
$30M ﹤0.01%
1,563,851
-490,072
1429
$30M ﹤0.01%
310,355
-178,008
1430
$30M ﹤0.01%
325,738
+42,780
1431
$29.9M ﹤0.01%
1,257,680
-131,281
1432
$29.8M ﹤0.01%
736,128
-9,311
1433
$29.7M ﹤0.01%
1,900,373
-203,272
1434
$29.6M ﹤0.01%
526,579
-57,263
1435
$29.5M ﹤0.01%
898,201
+276,695
1436
$29.5M ﹤0.01%
749,472
+93,044
1437
$29.5M ﹤0.01%
594,868
+138,636
1438
$29.4M ﹤0.01%
376,201
-52,500
1439
$29.4M ﹤0.01%
888,254
+319,070
1440
$29.3M ﹤0.01%
1,193,228
+20,695
1441
$29.2M ﹤0.01%
392,488
-129,663
1442
$29.2M ﹤0.01%
408,802
-56,480
1443
$29.1M ﹤0.01%
624,564
+15,508
1444
$29.1M ﹤0.01%
220,909
+52,896
1445
$29.1M ﹤0.01%
338,190
-55,284
1446
$29.1M ﹤0.01%
1,382,920
+183,946
1447
$29.1M ﹤0.01%
662,057
-49,374
1448
$29M ﹤0.01%
1,148,347
-42,125
1449
$29M ﹤0.01%
266,867
-6,381
1450
$28.9M ﹤0.01%
527,143
-31,978