JP Morgan Chase

JP Morgan Chase 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
2476
$4.93M ﹤0.01%
186,055
+78,750
2477
$4.92M ﹤0.01%
226,657
-7,377
2478
$4.91M ﹤0.01%
500,000
2479
$4.9M ﹤0.01%
173,727
-10,845
2480
$4.9M ﹤0.01%
300,000
+119,538
2481
$4.89M ﹤0.01%
24,888
-32,056
2482
$4.89M ﹤0.01%
230,067
-66,829
2483
$4.87M ﹤0.01%
25,687
-4,601
2484
$4.86M ﹤0.01%
1,331,275
+1,301,429
2485
$4.86M ﹤0.01%
225,741
-92,953
2486
$4.85M ﹤0.01%
236,095
+178,446
2487
$4.84M ﹤0.01%
59,118
-12,563
2488
$4.84M ﹤0.01%
26,523
-3,403
2489
$4.83M ﹤0.01%
66,846
-89,160
2490
$4.82M ﹤0.01%
79,260
-269,658
2491
$4.8M ﹤0.01%
266,901
-129,759
2492
$4.79M ﹤0.01%
580,944
-181,183
2493
$4.77M ﹤0.01%
485,831
2494
$4.76M ﹤0.01%
235,243
+138,702
2495
$4.76M ﹤0.01%
482,157
+360,600
2496
$4.76M ﹤0.01%
239,627
-91,547
2497
$4.76M ﹤0.01%
53,329
+40,604
2498
$4.76M ﹤0.01%
101,705
-122,899
2499
$4.76M ﹤0.01%
894,233
-364,064
2500
$4.75M ﹤0.01%
94,887
-4,657