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
1126
$42.6M 0.01%
1,884,178
-73,297
1127
$42.4M 0.01%
2,082,865
+657,169
1128
$42.4M 0.01%
479,380
+25,466
1129
$42.3M 0.01%
899,865
-20,387
1130
$42M 0.01%
217,667
-16,480
1131
$42M 0.01%
1,013,295
+41,984
1132
$41.9M 0.01%
517,029
+107,271
1133
$41.8M 0.01%
1,027,559
-223,230
1134
$41.7M 0.01%
109,510
-10,891
1135
$41.6M 0.01%
1,169,005
-2,127,141
1136
$41.4M 0.01%
861,690
+518,619
1137
$41.3M 0.01%
792,890
-307,289
1138
$41.2M 0.01%
140,072
-34,471
1139
$41.1M 0.01%
1,818,927
-158,508
1140
$41M 0.01%
594,973
-174,925
1141
$40.8M 0.01%
1,527,968
+576,438
1142
$40.6M 0.01%
877,101
-373,054
1143
$40.5M 0.01%
743,920
-1,067,259
1144
$40.4M 0.01%
1,638,736
+223,729
1145
$40.4M 0.01%
3,169,269
+899,243
1146
$40.3M 0.01%
819,312
+167,481
1147
$40.3M 0.01%
1,663,128
-399,062
1148
$40.1M 0.01%
3,180,991
-67,099
1149
$40M ﹤0.01%
+1,562,279
1150
$40M ﹤0.01%
467,755
+44,085