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
1476
$27.5M ﹤0.01%
302,994
-31,079
1477
$27.5M ﹤0.01%
1,247,856
-151,979
1478
$27.4M ﹤0.01%
1,896,976
-59,826
1479
$27.4M ﹤0.01%
239,998
-27,884
1480
$27.3M ﹤0.01%
1,461,605
-124,653
1481
$27.3M ﹤0.01%
226,410
+29,995
1482
$27.3M ﹤0.01%
547,538
-7,838
1483
$27.2M ﹤0.01%
1,051,956
+65,155
1484
$27.2M ﹤0.01%
356,244
-137,687
1485
$27.1M ﹤0.01%
351,356
-71,798
1486
$27.1M ﹤0.01%
959,371
-325,977
1487
$27.1M ﹤0.01%
1,137,305
-38,649
1488
$27.1M ﹤0.01%
751,477
-220,386
1489
$26.9M ﹤0.01%
828,911
-171,726
1490
$26.8M ﹤0.01%
351,227
+23,285
1491
$26.8M ﹤0.01%
204,048
-40,506
1492
$26.8M ﹤0.01%
1,293,299
-3,305,155
1493
$26.8M ﹤0.01%
461,343
+16,747
1494
$26.7M ﹤0.01%
1,045,005
+475,977
1495
$26.7M ﹤0.01%
285,261
+116,271
1496
$26.7M ﹤0.01%
171,992
+3,245
1497
$26.7M ﹤0.01%
1,562,123
-281,497
1498
$26.6M ﹤0.01%
765,376
+278,856
1499
$26.6M ﹤0.01%
534,073
+13,550
1500
$26.5M ﹤0.01%
349,709
-1,078,674