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
1626
$21.9M ﹤0.01%
230,723
+156,539
1627
$21.8M ﹤0.01%
503,969
-2,989,522
1628
$21.8M ﹤0.01%
409,452
-1,289
1629
$21.7M ﹤0.01%
925,623
+12,295
1630
$21.7M ﹤0.01%
855,234
-176,132
1631
$21.7M ﹤0.01%
287,532
+49,488
1632
$21.6M ﹤0.01%
289,544
-27,748
1633
$21.6M ﹤0.01%
215,281
-79,644
1634
$21.6M ﹤0.01%
1,251,821
+371,803
1635
$21.6M ﹤0.01%
121,011
+62,952
1636
$21.5M ﹤0.01%
238,967
+82,302
1637
$21.5M ﹤0.01%
1,114,795
+407,265
1638
$21.4M ﹤0.01%
723,370
+24,357
1639
$21.4M ﹤0.01%
234,297
-58,458
1640
$21.4M ﹤0.01%
480,132
-46,128
1641
$21.4M ﹤0.01%
22,230
-2,393
1642
$21.3M ﹤0.01%
1,098,035
+89,263
1643
$21.3M ﹤0.01%
17,278
-1,587
1644
$21.3M ﹤0.01%
2,451,797
-138,387
1645
$21.3M ﹤0.01%
353,752
-141,091
1646
$21.3M ﹤0.01%
147,892
-1,523
1647
$21.3M ﹤0.01%
442,098
+207,126
1648
$21.2M ﹤0.01%
182,594
+71,214
1649
$21.2M ﹤0.01%
436,795
-31,138
1650
$21.1M ﹤0.01%
189,759
-15,435