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
1426
$22.5M ﹤0.01%
30,166
-21,292
1427
$22.4M ﹤0.01%
8,280,162
+34,459
1428
$22.4M ﹤0.01%
2,935,011
+367,680
1429
$22.4M ﹤0.01%
579,525
+579,229
1430
$22.4M ﹤0.01%
801,840
-123,107
1431
$22.4M ﹤0.01%
346,497
+67,214
1432
$22.4M ﹤0.01%
1,293,458
+161,571
1433
$22.4M ﹤0.01%
208,404
-10,509
1434
$22.3M ﹤0.01%
12,316
-3,101
1435
$22.3M ﹤0.01%
436,801
-9,445
1436
$22.2M ﹤0.01%
350,392
+65,700
1437
$22.1M ﹤0.01%
594,166
+74,125
1438
$22.1M ﹤0.01%
1,005,242
+179,973
1439
$22.1M ﹤0.01%
669,711
+368,463
1440
$22M ﹤0.01%
328,676
+59,184
1441
$21.9M ﹤0.01%
180,269
-856,883
1442
$21.9M ﹤0.01%
263,684
-28,176
1443
$21.9M ﹤0.01%
911,116
-82,303
1444
$21.9M ﹤0.01%
283,501
-23,758
1445
$21.8M ﹤0.01%
447,136
-954
1446
$21.8M ﹤0.01%
192,493
-4,491
1447
$21.6M ﹤0.01%
82,992
+71,527
1448
$21.6M ﹤0.01%
2,111,961
+1,309,392
1449
$21.6M ﹤0.01%
492,703
+42,392
1450
$21.6M ﹤0.01%
627,966
-19,090