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
2626
$3.93M ﹤0.01%
72,001
+71,101
2627
$3.93M ﹤0.01%
47,591
-16,305
2628
$3.91M ﹤0.01%
76,003
+46,966
2629
$3.9M ﹤0.01%
368,564
-284,035
2630
$3.9M ﹤0.01%
38,915
+505
2631
$3.89M ﹤0.01%
396,335
2632
$3.89M ﹤0.01%
268,145
+266,333
2633
$3.89M ﹤0.01%
375,878
-2,209,447
2634
$3.88M ﹤0.01%
224,169
+89,358
2635
$3.87M ﹤0.01%
47,719
-37,629
2636
$3.87M ﹤0.01%
16,362
+352
2637
$3.85M ﹤0.01%
78,791
+60,572
2638
$3.85M ﹤0.01%
252,972
-231,509
2639
$3.85M ﹤0.01%
199,700
-300
2640
$3.85M ﹤0.01%
331,891
+315,232
2641
$3.84M ﹤0.01%
84,116
-9,282
2642
$3.83M ﹤0.01%
130,110
-28,005
2643
$3.83M ﹤0.01%
227,237
-45,728
2644
$3.82M ﹤0.01%
101,242
+2,865
2645
$3.81M ﹤0.01%
16,234
-8,773
2646
$3.78M ﹤0.01%
68,321
-15,106
2647
$3.77M ﹤0.01%
317,878
-36,822
2648
$3.77M ﹤0.01%
59,268
-224,900
2649
$3.77M ﹤0.01%
174,970
-20,669
2650
$3.77M ﹤0.01%
109,161
-116,707