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
1451
$28.9M ﹤0.01%
1,949,766
+1,841,683
1452
$28.9M ﹤0.01%
185,122
+107,695
1453
$28.8M ﹤0.01%
507,640
-1,180,979
1454
$28.8M ﹤0.01%
775,509
-14,588
1455
$28.8M ﹤0.01%
2,525,412
+338,484
1456
$28.8M ﹤0.01%
640,589
-55,886
1457
$28.7M ﹤0.01%
2,471,497
-66,364
1458
$28.7M ﹤0.01%
1,165,957
+58,095
1459
$28.5M ﹤0.01%
550,860
-51,848
1460
$28.5M ﹤0.01%
1,634,335
+50,172
1461
$28.5M ﹤0.01%
626,276
+414,093
1462
$28.3M ﹤0.01%
422,750
+154,700
1463
$28.2M ﹤0.01%
591,995
-18,091
1464
$28.2M ﹤0.01%
178,520
-76,155
1465
$28M ﹤0.01%
2,434,013
+207,183
1466
$28M ﹤0.01%
336,548
-114,965
1467
$28M ﹤0.01%
522,675
+374,387
1468
$27.9M ﹤0.01%
1,250,141
+824,459
1469
$27.9M ﹤0.01%
918,626
+102,417
1470
$27.8M ﹤0.01%
412,497
+155,671
1471
$27.7M ﹤0.01%
492,537
+18,989
1472
$27.7M ﹤0.01%
159,654
-13,809
1473
$27.7M ﹤0.01%
2,924,352
-266,093
1474
$27.6M ﹤0.01%
2,588,418
-47,223
1475
$27.6M ﹤0.01%
180,540
+24,984