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
2176
$7.68M ﹤0.01%
792,577
+792,547
2177
$7.67M ﹤0.01%
167,188
-5,679
2178
$7.67M ﹤0.01%
226,702
-28,159
2179
$7.67M ﹤0.01%
98,232
-52,232
2180
$7.67M ﹤0.01%
870,098
+106,219
2181
$7.66M ﹤0.01%
490,990
-52,289
2182
$7.65M ﹤0.01%
265,246
+13,200
2183
$7.64M ﹤0.01%
694,711
-100,719
2184
$7.64M ﹤0.01%
775,000
+100,000
2185
$7.63M ﹤0.01%
216,114
+57,119
2186
$7.63M ﹤0.01%
200,368
-4,985
2187
$7.62M ﹤0.01%
293,900
+3,911
2188
$7.61M ﹤0.01%
185,235
-23,642
2189
$7.6M ﹤0.01%
173,422
+83,174
2190
$7.6M ﹤0.01%
428,695
-4,733
2191
$7.58M ﹤0.01%
86,228
-11,835
2192
$7.57M ﹤0.01%
130,927
-34,483
2193
$7.57M ﹤0.01%
394,319
-710,314
2194
$7.53M ﹤0.01%
251,755
+76,447
2195
$7.49M ﹤0.01%
458,624
+415,129
2196
$7.49M ﹤0.01%
291,455
+119,858
2197
$7.48M ﹤0.01%
768,136
+12,890
2198
$7.47M ﹤0.01%
19,728
+16,630
2199
$7.47M ﹤0.01%
134,085
-73,149
2200
$7.45M ﹤0.01%
195,540
-61,747