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
2051
$11.1M ﹤0.01%
186,455
+44,956
2052
$11.1M ﹤0.01%
192,462
+90,255
2053
$11M ﹤0.01%
206,257
+116,177
2054
$11M ﹤0.01%
121,833
+75,939
2055
$11M ﹤0.01%
615,295
+3,637
2056
$11M ﹤0.01%
567,327
+235,662
2057
$11M ﹤0.01%
58,378
+939
2058
$11M ﹤0.01%
1,825,079
+42,415
2059
$11M ﹤0.01%
1,046,929
-78,758
2060
$11M ﹤0.01%
63,149
-9,589
2061
$11M ﹤0.01%
180,457
+24,444
2062
$11M ﹤0.01%
175,809
+5,572
2063
$11M ﹤0.01%
350,618
+29,738
2064
$10.9M ﹤0.01%
49,769
-31,140
2065
$10.9M ﹤0.01%
444,805
+88,507
2066
$10.9M ﹤0.01%
685,554
-574,563
2067
$10.9M ﹤0.01%
471,723
-28,607
2068
$10.9M ﹤0.01%
1,526,710
+556,318
2069
$10.9M ﹤0.01%
860,361
+503,956
2070
$10.9M ﹤0.01%
567,724
+176,545
2071
$10.9M ﹤0.01%
253,020
-123,829
2072
$10.8M ﹤0.01%
819,405
+270,050
2073
$10.8M ﹤0.01%
318,943
-679,073
2074
$10.8M ﹤0.01%
597,799
+333,801
2075
$10.8M ﹤0.01%
173,233
+15,371