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
176
$1B 0.12%
4,183,312
+488,673
177
$996M 0.12%
3,772,293
-249,793
178
$981M 0.12%
10,204,783
-1,996,945
179
$977M 0.12%
8,180,177
+270,326
180
$973M 0.12%
9,659,483
-1,646,787
181
$973M 0.12%
2,063,124
+58,396
182
$966M 0.12%
7,272,086
-487,940
183
$943M 0.12%
15,787,330
-1,683,380
184
$940M 0.12%
6,345,004
+549,603
185
$935M 0.12%
3,947,924
+427,948
186
$922M 0.11%
11,786,841
+4,871,983
187
$908M 0.11%
7,462,127
-1,835,249
188
$905M 0.11%
16,782,995
-306,832
189
$901M 0.11%
3,063,293
-244,993
190
$890M 0.11%
7,277,476
-3,603,016
191
$877M 0.11%
5,874,497
+5,361,893
192
$863M 0.11%
4,098,399
-118,593
193
$863M 0.11%
4,660,987
+439,179
194
$845M 0.1%
6,618,483
+5,441,458
195
$830M 0.1%
2,966,908
-262,192
196
$829M 0.1%
5,399,345
+2,855,948
197
$829M 0.1%
3,316,948
-910,602
198
$829M 0.1%
39,934,558
+12,315,875
199
$825M 0.1%
13,846,814
+3,937,544
200
$819M 0.1%
5,410,172
-1,132,824