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
1651
$16M ﹤0.01%
225,046
-17,528
1652
$16M ﹤0.01%
631,363
+566,462
1653
$15.9M ﹤0.01%
336,177
+65,605
1654
$15.9M ﹤0.01%
169,881
+11,834
1655
$15.9M ﹤0.01%
516,472
+13,832
1656
$15.8M ﹤0.01%
333,614
+29,120
1657
$15.7M ﹤0.01%
209,399
-3,062
1658
$15.6M ﹤0.01%
150,416
+13,051
1659
$15.5M ﹤0.01%
759,493
-6,073,466
1660
$15.5M ﹤0.01%
619,975
+5,925
1661
$15.4M ﹤0.01%
3,955,558
-8,455,389
1662
$15.4M ﹤0.01%
1,901,924
-914,488
1663
$15.4M ﹤0.01%
1,599,911
-317,378
1664
$15.4M ﹤0.01%
285,539
-104,732
1665
$15.4M ﹤0.01%
414,240
+1,509
1666
$15.4M ﹤0.01%
292,267
+291,819
1667
$15.4M ﹤0.01%
799,578
+245,164
1668
$15.3M ﹤0.01%
658,840
-1,037,818
1669
$15.3M ﹤0.01%
356,200
-72,340
1670
$15.2M ﹤0.01%
349,757
-161,661
1671
$15.2M ﹤0.01%
162,992
-61,117
1672
$15.2M ﹤0.01%
105,045
+14,290
1673
$15.2M ﹤0.01%
25,819
-954
1674
$15.2M ﹤0.01%
74,160
-69,929
1675
$15.2M ﹤0.01%
1,766,528
-144,196