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
2826
$2.77M ﹤0.01%
+8,495
2827
$2.76M ﹤0.01%
112,124
-34,546
2828
$2.75M ﹤0.01%
279,679
+30,000
2829
$2.75M ﹤0.01%
13,726
-6,484
2830
$2.75M ﹤0.01%
72,439
+21,380
2831
$2.75M ﹤0.01%
84,945
+84,765
2832
$2.75M ﹤0.01%
6,169
+4,109
2833
$2.75M ﹤0.01%
102,299
+53,220
2834
$2.74M ﹤0.01%
76,017
-126,439
2835
$2.73M ﹤0.01%
25,777
+1,652
2836
$2.72M ﹤0.01%
275,101
-150,000
2837
$2.72M ﹤0.01%
126,010
+98,256
2838
$2.71M ﹤0.01%
90,558
-9,442
2839
$2.71M ﹤0.01%
83,337
+16,941
2840
$2.71M ﹤0.01%
30,995
-1,220
2841
$2.7M ﹤0.01%
118,764
-93,629
2842
$2.7M ﹤0.01%
411,054
-125,173
2843
$2.7M ﹤0.01%
9,038
-6,922
2844
$2.7M ﹤0.01%
66,635
-11,549
2845
$2.69M ﹤0.01%
125,358
-29,628
2846
$2.68M ﹤0.01%
77,695
-10,726
2847
$2.68M ﹤0.01%
60,902
-18,617
2848
$2.68M ﹤0.01%
32,669
-37,852
2849
$2.68M ﹤0.01%
18,870
-44,883
2850
$2.68M ﹤0.01%
37,381
+8,147