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
1201
$35.2M ﹤0.01%
1,871,997
-693,921
1202
$35.1M ﹤0.01%
679,045
-114,708
1203
$35.1M ﹤0.01%
1,301,719
-138,441
1204
$35.1M ﹤0.01%
362,621
-416
1205
$35.1M ﹤0.01%
1,026,533
+840,463
1206
$35.1M ﹤0.01%
349,442
-117,364
1207
$35M ﹤0.01%
729,044
-48,948
1208
$35M ﹤0.01%
831,183
-483
1209
$34.9M ﹤0.01%
55,849
-3,050
1210
$34.8M ﹤0.01%
331,082
+8,758
1211
$34.8M ﹤0.01%
841,146
+6,158
1212
$34.8M ﹤0.01%
170,648
-76,378
1213
$34.6M ﹤0.01%
1,159,010
+159,145
1214
$34.5M ﹤0.01%
705,791
-291,479
1215
$34.4M ﹤0.01%
1,103,534
-1,863,232
1216
$34.4M ﹤0.01%
1,507,586
-712,255
1217
$34.3M ﹤0.01%
404,361
+187,402
1218
$34.2M ﹤0.01%
995,166
-145,214
1219
$34.2M ﹤0.01%
777,063
+96,927
1220
$34M ﹤0.01%
268,915
+91,599
1221
$34M ﹤0.01%
415,333
+61,423
1222
$33.9M ﹤0.01%
1,428,179
+1,428,157
1223
$33.7M ﹤0.01%
272,333
-12,315
1224
$33.5M ﹤0.01%
889,174
+266,962
1225
$33.4M ﹤0.01%
656,214
-48,128