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
51
$2.91B 0.36%
7,370,910
+1,333,030
52
$2.84B 0.35%
16,420,837
+1,201,822
53
$2.78B 0.34%
19,102,042
-450,512
54
$2.76B 0.34%
48,565,610
-11,781,560
55
$2.74B 0.34%
37,585,029
-7,419,599
56
$2.72B 0.34%
44,372,775
+432,416
57
$2.59B 0.32%
4,535,821
-16,732
58
$2.58B 0.32%
1,086,220
-83,276
59
$2.57B 0.32%
70,438,460
-1,374,982
60
$2.55B 0.32%
29,678,561
-5,044,963
61
$2.49B 0.31%
39,811,728
-2,148,130
62
$2.49B 0.31%
41,828,927
+2,303,327
63
$2.48B 0.31%
4,102,445
+314,052
64
$2.47B 0.31%
12,644,414
-377,990
65
$2.43B 0.3%
25,618,420
+183,998
66
$2.42B 0.3%
12,337,656
+28,851
67
$2.36B 0.29%
36,033,138
+4,214,255
68
$2.35B 0.29%
16,420,436
+2,487,095
69
$2.33B 0.29%
14,361,274
+895,617
70
$2.31B 0.29%
22,776,136
-1,185,184
71
$2.31B 0.29%
8,452,413
-698,858
72
$2.24B 0.28%
14,901,566
-38,002
73
$2.24B 0.28%
14,311,037
+1,390,677
74
$2.18B 0.27%
7,964,347
+833,615
75
$2.15B 0.27%
30,586,238
+1,127,439