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
626
$157M 0.02%
1,390,119
+997,855
627
$157M 0.02%
11,044,816
+2,864,072
628
$157M 0.02%
4,421,026
-17,167,553
629
$156M 0.02%
1,800,556
+74,647
630
$156M 0.02%
1,517,811
-52,085
631
$156M 0.02%
948,785
+34,834
632
$155M 0.02%
4,048,576
+1,098,862
633
$155M 0.02%
249,327
-40,286
634
$155M 0.02%
4,298,645
+1,219,781
635
$155M 0.02%
685,809
-966,024
636
$154M 0.02%
3,490,639
-79,805
637
$154M 0.02%
1,837,247
+62,857
638
$154M 0.02%
7,844,462
+752,327
639
$154M 0.02%
1,389,757
+869,839
640
$153M 0.02%
1,904,506
-53,224
641
$153M 0.02%
2,019,509
-1,245,730
642
$153M 0.02%
1,856,140
+114,224
643
$151M 0.02%
9,061,721
+1,162,652
644
$151M 0.02%
9,612,817
-248,911
645
$151M 0.02%
5,195,121
-198,775
646
$150M 0.02%
2,363,732
-393,735
647
$148M 0.02%
3,154,499
-421,653
648
$148M 0.02%
1,203,238
-7,445
649
$147M 0.02%
2,226,030
-118,464
650
$146M 0.02%
15,283,058
+1,996,622