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
$490B
AUM Growth
+$89.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,220
New
Increased
Reduced
Closed

Top Buys

1
+$2.82B
2
+$1.91B
3
+$1.64B
4
IWM icon
iShares Russell 2000 ETF
IWM
+$1.1B
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$895M

Top Sells

1
+$1.89B
2
+$1.86B
3
+$931M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$889M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$862M

Sector Composition

1 Technology 16.95%
2 Financials 11.22%
3 Healthcare 11.1%
4 Consumer Discretionary 10.84%
5 Industrials 7.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.81B 0.35%
13,672,058
+431,166
52
$1.78B 0.34%
20,382,989
+4,955,108
53
$1.78B 0.34%
17,797,945
-21,185
54
$1.76B 0.34%
9,398,470
+1,765,188
55
$1.73B 0.33%
32,885,076
-12,665,082
56
$1.64B 0.32%
5,797,805
-239,491
57
$1.64B 0.32%
+35,626,738
58
$1.63B 0.31%
12,176,005
-3,742,314
59
$1.62B 0.31%
6,878,380
+2,380,375
60
$1.6B 0.31%
70,401,750
+454,516
61
$1.6B 0.31%
11,056,829
-3,032,020
62
$1.6B 0.31%
56,794,380
+231,495
63
$1.6B 0.31%
4,337,493
+378,217
64
$1.59B 0.31%
8,282,872
-74,632
65
$1.56B 0.3%
16,985,461
+3,035,766
66
$1.55B 0.3%
30,247,750
+3,697,434
67
$1.52B 0.29%
8,528,505
-399,276
68
$1.47B 0.28%
6,092,944
+10,998
69
$1.46B 0.28%
13,869,306
+664,838
70
$1.46B 0.28%
9,787,091
-222,264
71
$1.42B 0.27%
10,187,065
+1,375,754
72
$1.39B 0.27%
39,525,748
+2,051,581
73
$1.37B 0.27%
8,454,772
+314,589
74
$1.37B 0.26%
10,835,078
+4,516,432
75
$1.37B 0.26%
2,687,625
-855,745
1 2
3
4 5