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
1926
$10.6M ﹤0.01%
1,074,320
-529,136
1927
$10.6M ﹤0.01%
191,619
-58,935
1928
$10.6M ﹤0.01%
307,749
-18,591
1929
$10.6M ﹤0.01%
61,502
+18,311
1930
$10.5M ﹤0.01%
87,580
+1,215
1931
$10.5M ﹤0.01%
225,140
-206,765
1932
$10.5M ﹤0.01%
290,511
+253,937
1933
$10.5M ﹤0.01%
150,283
1934
$10.5M ﹤0.01%
233,496
+231,800
1935
$10.5M ﹤0.01%
492,679
-552,323
1936
$10.5M ﹤0.01%
488,320
-90,236
1937
$10.4M ﹤0.01%
142,800
-29,463
1938
$10.4M ﹤0.01%
+1,050,000
1939
$10.4M ﹤0.01%
640,162
+262,558
1940
$10.4M ﹤0.01%
74,693
+72
1941
$10.4M ﹤0.01%
94,074
+7,779
1942
$10.4M ﹤0.01%
412,062
-129,717
1943
$10.4M ﹤0.01%
322,270
+262,448
1944
$10.4M ﹤0.01%
29,993
+12,801
1945
$10.4M ﹤0.01%
312,989
-241,464
1946
$10.3M ﹤0.01%
109,369
-14,766
1947
$10.3M ﹤0.01%
249,152
+10,523
1948
$10.3M ﹤0.01%
524,622
-135,161
1949
$10.3M ﹤0.01%
145,857
-49,301
1950
$10.3M ﹤0.01%
298,762
+64,652