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
1026
$55.3M 0.01%
573,974
-433,560
1027
$55.3M 0.01%
155,633
+29,261
1028
$55.1M 0.01%
874,117
-1,006,070
1029
$55.1M 0.01%
2,785,798
+898,175
1030
$54.8M 0.01%
1,299,220
-131,650
1031
$54.7M 0.01%
8,015,909
-638,930
1032
$54.6M 0.01%
1,425,385
+158,692
1033
$54.5M 0.01%
626,512
+100,772
1034
$54.5M 0.01%
772,872
-287,061
1035
$54.4M 0.01%
3,407,679
-558,546
1036
$54.3M 0.01%
2,160,093
-689,816
1037
$54.3M 0.01%
738,511
+486,211
1038
$54M 0.01%
371,930
+12,197
1039
$54M 0.01%
965,129
+115,124
1040
$54M 0.01%
799,435
-9
1041
$53.9M 0.01%
1,807,092
+164,028
1042
$53.8M 0.01%
2,314,001
-640,390
1043
$53.8M 0.01%
259,388
+179,161
1044
$53.2M 0.01%
3,978,142
+341,732
1045
$53.2M 0.01%
2,765,466
-3,634
1046
$52.8M 0.01%
3,611,285
+1,267,162
1047
$52.7M 0.01%
221,450
-6,206
1048
$52.7M 0.01%
315,375
+232,162
1049
$52.6M 0.01%
5,183,753
-584,024
1050
$52.3M 0.01%
643,354
-79,638