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
2576
$4.21M ﹤0.01%
30,272
+27,048
2577
$4.2M ﹤0.01%
60,923
-10,012
2578
$4.2M ﹤0.01%
65,228
-2,596
2579
$4.2M ﹤0.01%
22,583
+12,055
2580
$4.19M ﹤0.01%
15,553
-102
2581
$4.17M ﹤0.01%
31,013
+29,306
2582
$4.17M ﹤0.01%
32,775
-12,649
2583
$4.17M ﹤0.01%
315,286
-18,705
2584
$4.16M ﹤0.01%
119,654
-35,513
2585
$4.15M ﹤0.01%
69,276
-2,815
2586
$4.15M ﹤0.01%
123,343
-268,288
2587
$4.14M ﹤0.01%
191,189
+130
2588
$4.14M ﹤0.01%
414,697
-115,436
2589
$4.13M ﹤0.01%
109,542
-636,862
2590
$4.13M ﹤0.01%
645,980
-42,563
2591
$4.12M ﹤0.01%
130,708
+34,418
2592
$4.12M ﹤0.01%
28,362
-6,103
2593
$4.11M ﹤0.01%
52,580
-30,423
2594
$4.08M ﹤0.01%
38,590
-3,686
2595
$4.06M ﹤0.01%
10,731
-206
2596
$4.06M ﹤0.01%
411,575
2597
$4.06M ﹤0.01%
333,406
-26,404
2598
$4.06M ﹤0.01%
43,849
-22,253
2599
$4.06M ﹤0.01%
149,321
-8,747
2600
$4.05M ﹤0.01%
179,334
-6,118