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
2701
$3.42M ﹤0.01%
94,377
+25,223
2702
$3.42M ﹤0.01%
+150,946
2703
$3.41M ﹤0.01%
26,727
-25,545
2704
$3.41M ﹤0.01%
57,701
+6,815
2705
$3.41M ﹤0.01%
38,860
-231,831
2706
$3.41M ﹤0.01%
262,600
+25,101
2707
$3.39M ﹤0.01%
40,192
-71,704
2708
$3.39M ﹤0.01%
137,504
-11,264
2709
$3.39M ﹤0.01%
87,315
+36,245
2710
$3.38M ﹤0.01%
51,950
-26,581
2711
$3.38M ﹤0.01%
64,365
-155,436
2712
$3.38M ﹤0.01%
39,048
+1,981
2713
$3.38M ﹤0.01%
35,191
+857
2714
$3.35M ﹤0.01%
136,666
+111,405
2715
$3.35M ﹤0.01%
418,709
+178,492
2716
$3.34M ﹤0.01%
249,055
-40,486
2717
$3.33M ﹤0.01%
24,692
+816
2718
$3.33M ﹤0.01%
126,191
-81,356
2719
$3.32M ﹤0.01%
127,984
-14,153
2720
$3.31M ﹤0.01%
602,583
-103,254
2721
$3.31M ﹤0.01%
17,763
-4,357
2722
$3.31M ﹤0.01%
86,045
-31,105
2723
$3.3M ﹤0.01%
173,690
-8,305
2724
$3.29M ﹤0.01%
115,702
-89,359
2725
$3.29M ﹤0.01%
61,215
-425