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
951
$68.1M 0.01%
1,430,730
-1,234,998
952
$67.8M 0.01%
2,612,144
+22,779
953
$67.7M 0.01%
309,077
+132,336
954
$67.7M 0.01%
1,406,212
+144,952
955
$67.5M 0.01%
1,524,810
-65,757
956
$67.4M 0.01%
5,379,607
-207,241
957
$67.3M 0.01%
890,370
-2,200,407
958
$67.2M 0.01%
1,148,622
-259,431
959
$66.8M 0.01%
262,299
-35,080
960
$66.8M 0.01%
1,397,744
+188,824
961
$66.4M 0.01%
406,414
+12,034
962
$66.2M 0.01%
493,727
-402,850
963
$66M 0.01%
1,681,704
+13,499
964
$65.4M 0.01%
1,133,965
+260,607
965
$65M 0.01%
+5,450,277
966
$65M 0.01%
1,091,772
+62,673
967
$64.9M 0.01%
744,229
-242,868
968
$64.9M 0.01%
2,959,270
-498,627
969
$64.9M 0.01%
1,412,342
-115,954
970
$64.5M 0.01%
741,466
+22,193
971
$64M 0.01%
1,398,923
-2,602,887
972
$64M 0.01%
554,880
-65,032
973
$64M 0.01%
1,945,242
-137,884
974
$63.6M 0.01%
1,046,384
+111,372
975
$63.5M 0.01%
3,706,821
+1,355,828