JP Morgan Chase & Co

JP Morgan Chase & Co 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
$752B
AUM Growth
-$26.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,053
New
Increased
Reduced
Closed

Top Buys

1 +$5.56B
2 +$1.68B
3 +$964M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$801M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$756M

Top Sells

1 +$2.34B
2 +$1.76B
3 +$1.06B
4
MS icon
Morgan Stanley
MS
+$1.05B
5
MSFT icon
Microsoft
MSFT
+$1.05B

Sector Composition

1 Technology 16.69%
2 Financials 11.81%
3 Healthcare 10.26%
4 Consumer Discretionary 10%
5 Industrials 7.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$536M 0.07%
4,611,121
+1,637,822
277
$534M 0.07%
2,669,081
-97,579
278
$531M 0.07%
2,673,348
-275,816
279
$527M 0.07%
34,109,751
-870,186
280
$527M 0.07%
4,558,422
+475,082
281
$526M 0.07%
4,723,517
+2,092,386
282
$526M 0.07%
4,770,475
-239,201
283
$526M 0.07%
864,192
-27,462
284
$525M 0.06%
2,000,636
-953,306
285
$522M 0.06%
4,738,855
+910,938
286
$520M 0.06%
14,148,890
-443,275
287
$518M 0.06%
6,397,873
-458,513
288
$512M 0.06%
6,210,451
-1,892,308
289
$511M 0.06%
3,842,587
-905,706
290
$511M 0.06%
4,161,480
-650,655
291
$510M 0.06%
4,438,737
-530,788
292
$509M 0.06%
3,453,457
-175,116
293
$507M 0.06%
7,358,802
+2,482,525
294
$502M 0.06%
3,331,402
-196,296
295
$499M 0.06%
1,842,216
+358,534
296
$492M 0.06%
1,277,751
-210,229
297
$489M 0.06%
1,429,796
-116,485
298
$488M 0.06%
4,907,448
-327,697
299
$485M 0.06%
9,961,778
+772,885
300
$481M 0.06%
1,805,166
+82,009