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
5026
$10K ﹤0.01%
398
5027
0
5028
0
5029
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341
-5,242
5030
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+1,573
5031
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1,179
-19
5032
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200
-1,004
5033
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992
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5034
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510
-399
5035
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110
5036
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186
+99
5037
$9K ﹤0.01%
204
-15,668
5038
$9K ﹤0.01%
1,282
5039
$9K ﹤0.01%
+493
5040
$9K ﹤0.01%
900
5041
$8K ﹤0.01%
717
-18,435
5042
$8K ﹤0.01%
2,200
+1,000
5043
$8K ﹤0.01%
1,272
-33,058
5044
$8K ﹤0.01%
+689
5045
$8K ﹤0.01%
+1,000
5046
$8K ﹤0.01%
+5,847
5047
$8K ﹤0.01%
180
-2,120
5048
$8K ﹤0.01%
104
5049
$8K ﹤0.01%
300
5050
$8K ﹤0.01%
46
+33