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
2251
$8.16M ﹤0.01%
87,734
-58,274
2252
$8.15M ﹤0.01%
807,765
+39,276
2253
$8.13M ﹤0.01%
285,802
+62,328
2254
$8.12M ﹤0.01%
132,440
-1,224
2255
$8.12M ﹤0.01%
156,304
+91,064
2256
$8.11M ﹤0.01%
109,024
-91,702
2257
$8.11M ﹤0.01%
212,028
-119,518
2258
$8.11M ﹤0.01%
299,414
+145,201
2259
$8.11M ﹤0.01%
112,841
+5,200
2260
$8.11M ﹤0.01%
212,014
+50,945
2261
$8.11M ﹤0.01%
138,178
-66,288
2262
$8.1M ﹤0.01%
1,382,804
-343,916
2263
$8.1M ﹤0.01%
626,152
-91,225
2264
$8.1M ﹤0.01%
81,495
+3,623
2265
$8.09M ﹤0.01%
618,091
+33,071
2266
$8.09M ﹤0.01%
234,490
-105,172
2267
$8.06M ﹤0.01%
1,084,183
+424,977
2268
$8.05M ﹤0.01%
462,635
-351,598
2269
$8.04M ﹤0.01%
364,290
-2,103,870
2270
$8.02M ﹤0.01%
104,643
-58,066
2271
$8M ﹤0.01%
317,838
-424,504
2272
$8M ﹤0.01%
680,528
+429,885
2273
$7.99M ﹤0.01%
1,065,583
+591,207
2274
$7.96M ﹤0.01%
+158,206
2275
$7.96M ﹤0.01%
116,479
+343