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
1726
$18.3M ﹤0.01%
434,714
+7,835
1727
$18.2M ﹤0.01%
268,286
+52,857
1728
$18.2M ﹤0.01%
697,241
-113,676
1729
$18.2M ﹤0.01%
193,716
+31,311
1730
$18.2M ﹤0.01%
151,266
-117,466
1731
$18.2M ﹤0.01%
100,774
-51,061
1732
$18.2M ﹤0.01%
578,094
+44,829
1733
$18M ﹤0.01%
612,074
-69,548
1734
$18M ﹤0.01%
356,354
+132,700
1735
$17.8M ﹤0.01%
224,465
-880
1736
$17.8M ﹤0.01%
949,488
-101,590
1737
$17.8M ﹤0.01%
252,323
+114,541
1738
$17.8M ﹤0.01%
260,566
+118,503
1739
$17.8M ﹤0.01%
1,088,530
+786,763
1740
$17.6M ﹤0.01%
635,199
+29,322
1741
$17.6M ﹤0.01%
186,973
-60,125
1742
$17.5M ﹤0.01%
268,374
+98,118
1743
$17.5M ﹤0.01%
994,550
-175,329
1744
$17.5M ﹤0.01%
320,139
-3,516
1745
$17.4M ﹤0.01%
624,205
+35,943
1746
$17.4M ﹤0.01%
410,637
-151,007
1747
$17.4M ﹤0.01%
324,807
+90,440
1748
$17.4M ﹤0.01%
354,205
+32,199
1749
$17.3M ﹤0.01%
876,204
+216,663
1750
$17.3M ﹤0.01%
306,565
+29,681