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
1826
$15.4M ﹤0.01%
393,749
-129,191
1827
$15.4M ﹤0.01%
445,774
+3,253
1828
$15.3M ﹤0.01%
255,777
-41,918
1829
$15.3M ﹤0.01%
1,519,391
+193,961
1830
$15.3M ﹤0.01%
681,221
+69,957
1831
$15.3M ﹤0.01%
262,260
+96,288
1832
$15.3M ﹤0.01%
489,099
-77,301
1833
$15.3M ﹤0.01%
110,666
+84,833
1834
$15.2M ﹤0.01%
521,541
+325,626
1835
$15.2M ﹤0.01%
354,385
-43,306
1836
$15.2M ﹤0.01%
185,598
+52,909
1837
$15.2M ﹤0.01%
294,171
+71,280
1838
$15.1M ﹤0.01%
151,053
+53,231
1839
$15.1M ﹤0.01%
460,300
+60,966
1840
$15.1M ﹤0.01%
277,255
+69,140
1841
$15.1M ﹤0.01%
180,649
-8,547
1842
$15.1M ﹤0.01%
573,084
+47,769
1843
$15.1M ﹤0.01%
419,368
-267,932
1844
$15M ﹤0.01%
174,127
-124,259
1845
$15M ﹤0.01%
115,569
-5,866
1846
$15M ﹤0.01%
367,193
-186,868
1847
$14.9M ﹤0.01%
1,327,971
-22,871
1848
$14.9M ﹤0.01%
405,849
-76,263
1849
$14.9M ﹤0.01%
425,415
+8,482
1850
$14.8M ﹤0.01%
294,312
-3,709