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
1951
$10.3M ﹤0.01%
6,907,458
-108,459
1952
$10.3M ﹤0.01%
416,370
+24,632
1953
$10.2M ﹤0.01%
288,028
-83,024
1954
$10.2M ﹤0.01%
278,175
-55,267
1955
$10.2M ﹤0.01%
361,601
-140,677
1956
$10.2M ﹤0.01%
181,539
+80,150
1957
$10.2M ﹤0.01%
925,887
-200,345
1958
$10.2M ﹤0.01%
298,411
-32,765
1959
$10.1M ﹤0.01%
243,933
-78,634
1960
$10.1M ﹤0.01%
236,982
+40,344
1961
$10M ﹤0.01%
221,458
-14,057
1962
$10M ﹤0.01%
114,145
-34,160
1963
$10M ﹤0.01%
143,694
-27,231
1964
$9.99M ﹤0.01%
218,591
-65,527
1965
$9.99M ﹤0.01%
67,299
+448
1966
$9.98M ﹤0.01%
+200,000
1967
$9.98M ﹤0.01%
250,186
-111,299
1968
$9.97M ﹤0.01%
423,963
-556,979
1969
$9.96M ﹤0.01%
233,150
+31,094
1970
$9.96M ﹤0.01%
2,913,050
-46,647
1971
$9.93M ﹤0.01%
263,375
+152,635
1972
$9.92M ﹤0.01%
+200,000
1973
$9.91M ﹤0.01%
101,831
+8,092
1974
$9.89M ﹤0.01%
+199,500
1975
$9.88M ﹤0.01%
781,089
-42,954