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
1576
$17.9M ﹤0.01%
1,014,206
-133,455
1577
$17.8M ﹤0.01%
1,011,339
-117,773
1578
$17.8M ﹤0.01%
224,708
-6,896
1579
$17.8M ﹤0.01%
368,615
+57,217
1580
$17.8M ﹤0.01%
290,773
-6,767
1581
$17.8M ﹤0.01%
394,351
+54,413
1582
$17.8M ﹤0.01%
250,625
-38,371
1583
$17.8M ﹤0.01%
148,743
+26,015
1584
$17.8M ﹤0.01%
1,256,508
+1,237,508
1585
$17.7M ﹤0.01%
267,131
-16,586
1586
$17.7M ﹤0.01%
66,535
-7,321
1587
$17.7M ﹤0.01%
1,143,155
-26,114
1588
$17.6M ﹤0.01%
599,484
-82,657
1589
$17.6M ﹤0.01%
93,494
-24,380
1590
$17.5M ﹤0.01%
111,519
-18,354
1591
$17.4M ﹤0.01%
1,406,328
+135,354
1592
$17.4M ﹤0.01%
858,167
-119,642
1593
$17.4M ﹤0.01%
1,539,608
-31,007
1594
$17.4M ﹤0.01%
914,625
+456,956
1595
$17.3M ﹤0.01%
526,261
-36,304
1596
$17.3M ﹤0.01%
528,625
-79,884
1597
$17.3M ﹤0.01%
50,937
-57
1598
$17.1M ﹤0.01%
614,716
+549,456
1599
$17.1M ﹤0.01%
231,598
+42,336
1600
$17.1M ﹤0.01%
381,229
-23,837