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
1876
$14.3M ﹤0.01%
436,140
-248,134
1877
$14.3M ﹤0.01%
142,682
+9,007
1878
$14.3M ﹤0.01%
179,830
+25,129
1879
$14.3M ﹤0.01%
289,701
+146,162
1880
$14.3M ﹤0.01%
223,508
-173,401
1881
$14.2M ﹤0.01%
624,117
+599,134
1882
$14.2M ﹤0.01%
645,579
+415,331
1883
$14.2M ﹤0.01%
559,457
-53,057
1884
$14.1M ﹤0.01%
2,544,675
-1,644,798
1885
$14.1M ﹤0.01%
491,451
+74,147
1886
$14.1M ﹤0.01%
315,969
-255,225
1887
$14.1M ﹤0.01%
414,487
-21,520
1888
$14.1M ﹤0.01%
564,080
-148,647
1889
$14.1M ﹤0.01%
97,812
+330
1890
$14.1M ﹤0.01%
478,808
+326,609
1891
$14.1M ﹤0.01%
391,654
+60,899
1892
$14M ﹤0.01%
256,683
-282,889
1893
$14M ﹤0.01%
677,051
+76,405
1894
$14M ﹤0.01%
523,025
+222,285
1895
$14M ﹤0.01%
208,133
-85,767
1896
$14M ﹤0.01%
359,560
-22,093
1897
$14M ﹤0.01%
240,285
-48,986
1898
$14M ﹤0.01%
815,887
-164,767
1899
$14M ﹤0.01%
121,121
+6,603
1900
$14M ﹤0.01%
480,186
-120,344