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
1601
$17.1M ﹤0.01%
337,576
-8,046
1602
$17M ﹤0.01%
433,384
-26,275
1603
$17M ﹤0.01%
525,200
-48,270
1604
$17M ﹤0.01%
1,182,733
+58,980
1605
$16.9M ﹤0.01%
141,106
-7,728
1606
$16.9M ﹤0.01%
218,428
-4,353
1607
$16.9M ﹤0.01%
189,640
-312,151
1608
$16.8M ﹤0.01%
835,357
+105,198
1609
$16.8M ﹤0.01%
235,800
-4,684
1610
$16.8M ﹤0.01%
67,286
-121,574
1611
$16.8M ﹤0.01%
304,020
-14,106
1612
$16.8M ﹤0.01%
306,000
-152,000
1613
$16.8M ﹤0.01%
+627,954
1614
$16.8M ﹤0.01%
2,573,018
+428,331
1615
$16.8M ﹤0.01%
150,929
+4,183
1616
$16.7M ﹤0.01%
123,225
-50,603
1617
$16.7M ﹤0.01%
4,571,940
-1,544,800
1618
$16.7M ﹤0.01%
1,664,356
+511,784
1619
$16.7M ﹤0.01%
794,073
-166,153
1620
$16.7M ﹤0.01%
304,990
+120,025
1621
$16.6M ﹤0.01%
436,828
-83,384
1622
$16.6M ﹤0.01%
1,030,534
-605,792
1623
$16.6M ﹤0.01%
3,329,927
-1,467,725
1624
$16.6M ﹤0.01%
285,510
-41,983
1625
$16.6M ﹤0.01%
746,563
-149,603