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
2151
$9.58M ﹤0.01%
103,426
+14,993
2152
$9.55M ﹤0.01%
400,303
-20,637
2153
$9.54M ﹤0.01%
527,572
-795,044
2154
$9.54M ﹤0.01%
326,389
+171,897
2155
$9.53M ﹤0.01%
167,332
+86,375
2156
$9.53M ﹤0.01%
1,178,937
+474,600
2157
$9.52M ﹤0.01%
524,012
+120,067
2158
$9.51M ﹤0.01%
233,218
-35,003
2159
$9.45M ﹤0.01%
1,011,087
+820,040
2160
$9.43M ﹤0.01%
813,894
+83,323
2161
$9.43M ﹤0.01%
375,097
+30,204
2162
$9.41M ﹤0.01%
419,306
+20,568
2163
$9.41M ﹤0.01%
819,793
+8,006
2164
$9.39M ﹤0.01%
1,670,362
+1,447,979
2165
$9.38M ﹤0.01%
276,361
-57,993
2166
$9.38M ﹤0.01%
202,368
+15,624
2167
$9.38M ﹤0.01%
252,231
-47,403
2168
$9.31M ﹤0.01%
652,754
+96,747
2169
$9.29M ﹤0.01%
330,080
+29,123
2170
$9.29M ﹤0.01%
312,745
-61,229
2171
$9.28M ﹤0.01%
+847,778
2172
$9.28M ﹤0.01%
28,014
-36,221
2173
$9.27M ﹤0.01%
189,738
+16,750
2174
$9.27M ﹤0.01%
1,566,436
-143,806
2175
$9.27M ﹤0.01%
887,826
+37,073