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
2526
$4.6M ﹤0.01%
146,385
-74,429
2527
$4.59M ﹤0.01%
418,441
+260,511
2528
$4.58M ﹤0.01%
82,852
+6,275
2529
$4.58M ﹤0.01%
64,006
-1,368
2530
$4.58M ﹤0.01%
461,620
-100
2531
$4.56M ﹤0.01%
169,640
+100
2532
$4.56M ﹤0.01%
97,401
-647,404
2533
$4.55M ﹤0.01%
190,001
-209,303
2534
$4.55M ﹤0.01%
225,343
-5,878
2535
$4.55M ﹤0.01%
125,177
+1,121
2536
$4.53M ﹤0.01%
30,999
-6,484
2537
$4.52M ﹤0.01%
11,214
+600
2538
$4.52M ﹤0.01%
73,202
+75
2539
$4.51M ﹤0.01%
+450,001
2540
$4.5M ﹤0.01%
81,854
-3,293
2541
$4.49M ﹤0.01%
329,948
+45,517
2542
$4.49M ﹤0.01%
670,722
-1,507,039
2543
$4.49M ﹤0.01%
7,675
-1,731
2544
$4.48M ﹤0.01%
134,177
-12,543
2545
$4.47M ﹤0.01%
963,404
+320,889
2546
$4.47M ﹤0.01%
113,049
-83
2547
$4.47M ﹤0.01%
64,809
+29,833
2548
$4.41M ﹤0.01%
183,484
+92,877
2549
$4.4M ﹤0.01%
150,565
+14,093
2550
$4.4M ﹤0.01%
156,104
-97,532