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
1601
$22.6M ﹤0.01%
1,920,240
+131,552
1602
$22.6M ﹤0.01%
224,255
-131,833
1603
$22.5M ﹤0.01%
99,940
-12,068
1604
$22.5M ﹤0.01%
646,492
-50,756
1605
$22.4M ﹤0.01%
317,144
-148,306
1606
$22.4M ﹤0.01%
973,391
+457,623
1607
$22.4M ﹤0.01%
1,066,610
+382,455
1608
$22.4M ﹤0.01%
73,434
-1,208
1609
$22.4M ﹤0.01%
518,616
+165,021
1610
$22.4M ﹤0.01%
284,768
+18,095
1611
$22.3M ﹤0.01%
349,893
+42,976
1612
$22.3M ﹤0.01%
922,107
-80,212
1613
$22.3M ﹤0.01%
714,540
+114,791
1614
$22.2M ﹤0.01%
306,612
-19,398
1615
$22.2M ﹤0.01%
288,397
+45,447
1616
$22.1M ﹤0.01%
546,253
-18,763
1617
$22M ﹤0.01%
2,195,291
+277,033
1618
$22M ﹤0.01%
60,474
-49,301
1619
$22M ﹤0.01%
323,775
-150,267
1620
$22M ﹤0.01%
125,474
+25,312
1621
$21.9M ﹤0.01%
200,176
-46,648
1622
$21.9M ﹤0.01%
297,013
+134,865
1623
$21.9M ﹤0.01%
1,616,962
+621,728
1624
$21.9M ﹤0.01%
903,511
+718,716
1625
$21.9M ﹤0.01%
5,314,383
+3,210,442