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
1076
$48.7M 0.01%
461,805
+27,338
1077
$48.6M 0.01%
+1,325,440
1078
$48.4M 0.01%
293,451
-158,090
1079
$48.3M 0.01%
2,003,068
-109,466
1080
$48.1M 0.01%
1,265,724
+407,088
1081
$47.9M 0.01%
425,368
+90,016
1082
$47.6M 0.01%
2,208,998
+7,236
1083
$47.6M 0.01%
103,704
-10,728
1084
$47.4M 0.01%
1,561,732
-543,151
1085
$47.2M 0.01%
2,478,768
+435,205
1086
$47.2M 0.01%
280,531
+77,472
1087
$47.1M 0.01%
2,328,665
-147,693
1088
$47.1M 0.01%
2,985,024
+319,946
1089
$46.9M 0.01%
458,019
-51,795
1090
$46.9M 0.01%
901,887
-586,578
1091
$46.6M 0.01%
2,093,828
+416,092
1092
$46.4M 0.01%
1,538,033
+1,518,114
1093
$46.3M 0.01%
1,029,445
-158,093
1094
$46.3M 0.01%
1,127,758
+25,311
1095
$46.3M 0.01%
2,501,211
-1,483,259
1096
$46.3M 0.01%
3,512,175
+1,898,974
1097
$46.2M 0.01%
1,907,252
-71,517
1098
$45.9M 0.01%
1,143,804
+101,230
1099
$45.8M 0.01%
1,233,970
-88,254
1100
$45.4M 0.01%
180,998
+34,389