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
1176
$37.2M ﹤0.01%
413,579
+81,322
1177
$37.1M ﹤0.01%
517,621
-264,233
1178
$36.9M ﹤0.01%
364,883
-23,085
1179
$36.9M ﹤0.01%
149,204
+23,410
1180
$36.9M ﹤0.01%
415,934
-85,930
1181
$36.8M ﹤0.01%
754,235
-116,719
1182
$36.8M ﹤0.01%
159,162
-27,489
1183
$36.8M ﹤0.01%
1,212,319
-41,092
1184
$36.7M ﹤0.01%
+1,082,258
1185
$36.6M ﹤0.01%
1,625,422
+370,123
1186
$36.6M ﹤0.01%
414,458
+11,238
1187
$36.5M ﹤0.01%
1,460,791
-405,545
1188
$36.3M ﹤0.01%
1,318,644
-66,891
1189
$36.2M ﹤0.01%
350,364
+15,720
1190
$36.1M ﹤0.01%
2,283,510
-1,036
1191
$35.9M ﹤0.01%
2,238,302
+565,620
1192
$35.9M ﹤0.01%
2,437,197
-595,767
1193
$35.8M ﹤0.01%
182,579
-135,835
1194
$35.7M ﹤0.01%
1,571,214
-129,250
1195
$35.5M ﹤0.01%
969,354
-1,202,378
1196
$35.4M ﹤0.01%
341,001
+4,720
1197
$35.3M ﹤0.01%
849,143
-117,556
1198
$35.3M ﹤0.01%
1,189,540
-2,156,690
1199
$35.3M ﹤0.01%
1,242,178
-221,049
1200
$35.2M ﹤0.01%
638,790
+107,820