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
2726
$3.28M ﹤0.01%
58,994
-13,121
2727
$3.28M ﹤0.01%
162,680
-2,416,444
2728
$3.28M ﹤0.01%
184,893
-21,639
2729
$3.28M ﹤0.01%
96,314
-14,269
2730
$3.28M ﹤0.01%
128,438
-603
2731
$3.27M ﹤0.01%
247,838
-130,507
2732
$3.26M ﹤0.01%
211,330
+187,339
2733
$3.26M ﹤0.01%
3,075,009
-235,802
2734
$3.26M ﹤0.01%
331,046
+187,273
2735
$3.25M ﹤0.01%
102,417
-6,290
2736
$3.25M ﹤0.01%
168,899
+106,030
2737
$3.24M ﹤0.01%
45,517
-1,604
2738
$3.24M ﹤0.01%
131,851
+39,608
2739
$3.23M ﹤0.01%
92,698
-47,365
2740
$3.23M ﹤0.01%
413,653
+18,832
2741
$3.23M ﹤0.01%
1,058,793
-63,411
2742
$3.23M ﹤0.01%
330,610
+1,824
2743
$3.22M ﹤0.01%
77,293
-4,573
2744
$3.22M ﹤0.01%
61,810
-99,456
2745
$3.21M ﹤0.01%
144,681
+6,634
2746
$3.21M ﹤0.01%
85,850
-9,111
2747
$3.21M ﹤0.01%
241,600
-402,887
2748
$3.21M ﹤0.01%
131,591
+18,587
2749
$3.2M ﹤0.01%
32,462
2750
$3.19M ﹤0.01%
33,712
-6,828