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
2551
$4.4M ﹤0.01%
44,930
+1,459
2552
$4.39M ﹤0.01%
55,025
-114,276
2553
$4.39M ﹤0.01%
66,412
-34,835
2554
$4.38M ﹤0.01%
28,788
-5,642
2555
$4.38M ﹤0.01%
103,620
-291,293
2556
$4.38M ﹤0.01%
188,957
+108,107
2557
$4.38M ﹤0.01%
520,361
+316,879
2558
$4.37M ﹤0.01%
191,513
+116,921
2559
$4.37M ﹤0.01%
177,535
-24,831
2560
$4.36M ﹤0.01%
576,087
-52,074
2561
$4.35M ﹤0.01%
115,063
-7,809
2562
$4.34M ﹤0.01%
+434,992
2563
$4.33M ﹤0.01%
61,130
-80,182
2564
$4.33M ﹤0.01%
29,138
+15,805
2565
$4.32M ﹤0.01%
5,124
-163
2566
$4.31M ﹤0.01%
198,797
+89,791
2567
$4.29M ﹤0.01%
228,928
-87,533
2568
$4.29M ﹤0.01%
440,000
2569
$4.28M ﹤0.01%
101,774
-36,450
2570
$4.27M ﹤0.01%
194,837
+42,204
2571
$4.27M ﹤0.01%
310,866
-59,823
2572
$4.25M ﹤0.01%
224,764
-18,972
2573
$4.23M ﹤0.01%
355,077
+93,328
2574
$4.22M ﹤0.01%
22,474
-7,871
2575
$4.22M ﹤0.01%
57,078
-345