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
1801
$15.9M ﹤0.01%
601,935
+479,283
1802
$15.9M ﹤0.01%
173,582
+71,454
1803
$15.9M ﹤0.01%
419,658
-8,327
1804
$15.8M ﹤0.01%
502,028
+141,037
1805
$15.8M ﹤0.01%
951,890
-117,500
1806
$15.8M ﹤0.01%
492,641
+406,642
1807
$15.8M ﹤0.01%
1,185,464
+125,770
1808
$15.8M ﹤0.01%
1,110,575
-459,125
1809
$15.7M ﹤0.01%
381,618
-89,186
1810
$15.7M ﹤0.01%
70,951
-115,355
1811
$15.6M ﹤0.01%
357,698
-31,870
1812
$15.6M ﹤0.01%
473,861
+41,916
1813
$15.6M ﹤0.01%
30,057
-13,533
1814
$15.6M ﹤0.01%
797,495
+389,882
1815
$15.6M ﹤0.01%
495,115
+70,243
1816
$15.6M ﹤0.01%
678,954
-111,074
1817
$15.6M ﹤0.01%
965,477
-144,592
1818
$15.6M ﹤0.01%
308,805
+36,172
1819
$15.5M ﹤0.01%
138,472
-65,170
1820
$15.5M ﹤0.01%
236,593
-115,531
1821
$15.5M ﹤0.01%
782,194
+14,929
1822
$15.5M ﹤0.01%
1,848,997
-128,222
1823
$15.5M ﹤0.01%
400,141
-953,883
1824
$15.5M ﹤0.01%
312,445
+6,309
1825
$15.5M ﹤0.01%
307,561
+465