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
1701
$19.1M ﹤0.01%
729,988
-55,601
1702
$19.1M ﹤0.01%
299,753
+29,528
1703
$19.1M ﹤0.01%
557,571
+146,819
1704
$19.1M ﹤0.01%
+400,000
1705
$19M ﹤0.01%
432,925
+58,132
1706
$19M ﹤0.01%
328,592
-86,573
1707
$19M ﹤0.01%
495,484
-2,404,278
1708
$19M ﹤0.01%
265,754
-8,182
1709
$18.8M ﹤0.01%
94,357
+16,401
1710
$18.8M ﹤0.01%
832,321
-256,475
1711
$18.7M ﹤0.01%
659,158
+139,437
1712
$18.6M ﹤0.01%
371,151
+77,242
1713
$18.6M ﹤0.01%
228,778
+62,279
1714
$18.6M ﹤0.01%
253,150
-51,561
1715
$18.6M ﹤0.01%
577,450
+168,638
1716
$18.6M ﹤0.01%
121,781
-54,791
1717
$18.5M ﹤0.01%
1,946,679
-99,731
1718
$18.5M ﹤0.01%
6,056,064
-2,688,648
1719
$18.5M ﹤0.01%
565,476
+317,269
1720
$18.4M ﹤0.01%
857,552
-27,140
1721
$18.4M ﹤0.01%
416,463
-144,907
1722
$18.4M ﹤0.01%
1,189,540
+174,334
1723
$18.4M ﹤0.01%
236,294
-14,964
1724
$18.3M ﹤0.01%
253,058
-15,673
1725
$18.3M ﹤0.01%
1,238,358
-167,767