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
1276
$30.1M ﹤0.01%
2,239,679
+363,519
1277
$30M ﹤0.01%
1,055,968
+175,265
1278
$29.7M ﹤0.01%
576,543
-64,274
1279
$29.6M ﹤0.01%
415,495
-113,382
1280
$29.5M ﹤0.01%
853,679
-27,354
1281
$29.4M ﹤0.01%
78,178
-203,506
1282
$29.4M ﹤0.01%
732,235
+334,451
1283
$29.4M ﹤0.01%
2,157,943
-162,358
1284
$29.4M ﹤0.01%
342,318
+55,897
1285
$29.4M ﹤0.01%
+1,130,481
1286
$29.3M ﹤0.01%
1,317,540
-100,206
1287
$29.1M ﹤0.01%
255,215
+57,186
1288
$29.1M ﹤0.01%
543,599
+50,117
1289
$29M ﹤0.01%
2,249,075
-168,505
1290
$29M ﹤0.01%
3,609,330
-1,645,687
1291
$28.9M ﹤0.01%
687,269
-119,913
1292
$28.8M ﹤0.01%
1,151,951
+1,059,678
1293
$28.8M ﹤0.01%
1,527,790
+754,892
1294
$28.8M ﹤0.01%
184,181
-51,391
1295
$28.5M ﹤0.01%
1,250,801
+38,905
1296
$28.5M ﹤0.01%
692,223
-187,310
1297
$28.4M ﹤0.01%
380,112
+41,365
1298
$28.4M ﹤0.01%
1,225,655
+86,097
1299
$28.3M ﹤0.01%
946,940
+93,039
1300
$28.3M ﹤0.01%
374,425
+50,596