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
1501
$26.5M ﹤0.01%
2,600,457
+2,387,026
1502
$26.5M ﹤0.01%
2,531,313
+2,432,926
1503
$26.5M ﹤0.01%
853,468
-136,515
1504
$26.3M ﹤0.01%
728,792
+158,187
1505
$26.3M ﹤0.01%
257,343
+8,670
1506
$26.3M ﹤0.01%
457,303
-315,288
1507
$26.2M ﹤0.01%
1,653,248
-956,669
1508
$26.1M ﹤0.01%
507,099
+45,602
1509
$26.1M ﹤0.01%
321,677
+10,080
1510
$25.9M ﹤0.01%
272,440
+61,449
1511
$25.9M ﹤0.01%
244,073
-28,094
1512
$25.9M ﹤0.01%
273,012
-39,868
1513
$25.7M ﹤0.01%
455,184
+189,475
1514
$25.5M ﹤0.01%
123,509
-70,268
1515
$25.5M ﹤0.01%
420,612
-130,802
1516
$25.5M ﹤0.01%
956,121
+13,350
1517
$25.4M ﹤0.01%
246,805
-270,793
1518
$25.4M ﹤0.01%
509,312
+199,885
1519
$25.3M ﹤0.01%
506,622
+254,493
1520
$25.3M ﹤0.01%
1,582,082
-1,102,515
1521
$25.3M ﹤0.01%
1,004,347
+135,121
1522
$25.3M ﹤0.01%
731,535
-3,782
1523
$25.2M ﹤0.01%
5,549,140
+673,610
1524
$25.2M ﹤0.01%
5,641,097
+3,325,863
1525
$25.2M ﹤0.01%
1,177,867
+975,971