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
2051
$8.94M ﹤0.01%
156,424
-28,724
2052
$8.94M ﹤0.01%
151,854
+58,758
2053
$8.92M ﹤0.01%
129,854
+5,828
2054
$8.92M ﹤0.01%
102,354
-42,552
2055
$8.91M ﹤0.01%
1,419,341
-561,208
2056
$8.89M ﹤0.01%
256,296
-9,577
2057
$8.87M ﹤0.01%
248,710
-164,416
2058
$8.87M ﹤0.01%
45,370
-27,215
2059
$8.86M ﹤0.01%
67,192
-43,025
2060
$8.85M ﹤0.01%
1,351,355
+600,391
2061
$8.84M ﹤0.01%
83,991
-181,117
2062
$8.84M ﹤0.01%
357,251
-323,410
2063
$8.82M ﹤0.01%
220,746
+134,890
2064
$8.8M ﹤0.01%
418,147
+218,294
2065
$8.79M ﹤0.01%
150,000
+52,016
2066
$8.77M ﹤0.01%
281,737
-16,106
2067
$8.77M ﹤0.01%
497,427
-16,822
2068
$8.77M ﹤0.01%
1,030,360
+370,949
2069
$8.77M ﹤0.01%
324,819
+1,885
2070
$8.74M ﹤0.01%
+164,677
2071
$8.71M ﹤0.01%
960,591
-3,589,101
2072
$8.71M ﹤0.01%
128,046
-2,016
2073
$8.7M ﹤0.01%
566,516
+415,688
2074
$8.7M ﹤0.01%
93,661
-2,958
2075
$8.65M ﹤0.01%
256,625
-84,755