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
1526
$19.4M ﹤0.01%
1,476,385
+25,572
1527
$19.4M ﹤0.01%
625,422
+94,599
1528
$19.3M ﹤0.01%
381,070
-8,000
1529
$19.2M ﹤0.01%
203,528
+20,940
1530
$19.2M ﹤0.01%
587,369
-209,315
1531
$19.2M ﹤0.01%
202,824
+76,022
1532
$19.2M ﹤0.01%
413,931
+48,384
1533
$19.2M ﹤0.01%
97,007
+3,751
1534
$19.1M ﹤0.01%
1,434,225
+297,422
1535
$19.1M ﹤0.01%
819,582
-59,100
1536
$19M ﹤0.01%
975,850
-85,407
1537
$19M ﹤0.01%
620,267
-308,263
1538
$19M ﹤0.01%
190,299
-105,736
1539
$19M ﹤0.01%
267,811
+19,995
1540
$19M ﹤0.01%
96,276
-22,482
1541
$18.9M ﹤0.01%
115,323
+52,438
1542
$18.9M ﹤0.01%
135,030
-47,552
1543
$18.9M ﹤0.01%
817,925
+287,794
1544
$18.8M ﹤0.01%
922,255
-112,447
1545
$18.8M ﹤0.01%
420,782
+20,103
1546
$18.8M ﹤0.01%
811,158
+25,712
1547
$18.8M ﹤0.01%
241,436
-50,713
1548
$18.7M ﹤0.01%
365,236
-380,940
1549
$18.7M ﹤0.01%
32,500
-2,484
1550
$18.7M ﹤0.01%
373,003
+69,466