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
1751
$13.7M ﹤0.01%
327,677
-223,882
1752
$13.7M ﹤0.01%
121,700
+3,058
1753
$13.7M ﹤0.01%
527,640
-138,034
1754
$13.7M ﹤0.01%
327,875
-264,269
1755
$13.7M ﹤0.01%
278,071
-1,587,620
1756
$13.6M ﹤0.01%
1,075,162
-235,604
1757
$13.6M ﹤0.01%
122,464
-53,539
1758
$13.6M ﹤0.01%
159,211
-52,874
1759
$13.6M ﹤0.01%
255,871
-6,753
1760
$13.6M ﹤0.01%
363,327
-198,816
1761
$13.6M ﹤0.01%
791,984
-77,863
1762
$13.6M ﹤0.01%
660,948
+34,976
1763
$13.5M ﹤0.01%
124,089
-11,859
1764
$13.5M ﹤0.01%
338,894
-171,265
1765
$13.5M ﹤0.01%
96,366
+7,234
1766
$13.4M ﹤0.01%
341,623
-186,265
1767
$13.4M ﹤0.01%
169,369
-34,820
1768
$13.4M ﹤0.01%
635,150
-56,390
1769
$13.3M ﹤0.01%
+441,136
1770
$13.3M ﹤0.01%
881,463
+1,298
1771
$13.3M ﹤0.01%
1,832,093
+1,090,307
1772
$13.3M ﹤0.01%
424,128
+50,316
1773
$13.2M ﹤0.01%
351,357
-9,753
1774
$13.2M ﹤0.01%
722,968
+180,593
1775
$13.2M ﹤0.01%
539,116
-172,679