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
1526
$25.1M ﹤0.01%
532,219
+3,725
1527
$25.1M ﹤0.01%
4,473,358
-3,223,893
1528
$25.1M ﹤0.01%
427,356
+709
1529
$25M ﹤0.01%
477,452
-135,119
1530
$25M ﹤0.01%
1,821,009
-21,932
1531
$25M ﹤0.01%
397,145
+30,424
1532
$25M ﹤0.01%
1,409,972
+325,731
1533
$25M ﹤0.01%
676,917
+547,192
1534
$25M ﹤0.01%
825,188
+741,044
1535
$25M ﹤0.01%
593,068
-58,010
1536
$24.9M ﹤0.01%
936,778
-959,988
1537
$24.7M ﹤0.01%
525,357
+84,237
1538
$24.7M ﹤0.01%
590,511
-118,179
1539
$24.6M ﹤0.01%
316,141
+72,799
1540
$24.6M ﹤0.01%
146,600
-17,516
1541
$24.6M ﹤0.01%
5,483,070
-862,656
1542
$24.6M ﹤0.01%
1,119,010
+584,841
1543
$24.6M ﹤0.01%
260,851
-38,410
1544
$24.6M ﹤0.01%
457,342
-107,972
1545
$24.6M ﹤0.01%
206,228
+96,294
1546
$24.5M ﹤0.01%
713,662
+106,447
1547
$24.5M ﹤0.01%
192,479
+31,450
1548
$24.5M ﹤0.01%
928,554
-102,662
1549
$24.4M ﹤0.01%
256,223
+70,484
1550
$24.4M ﹤0.01%
859,056
+335,879