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
2901
$2.45M ﹤0.01%
250,000
2902
$2.45M ﹤0.01%
245,700
+104,000
2903
$2.45M ﹤0.01%
54,829
+38,293
2904
$2.45M ﹤0.01%
31,507
-71,915
2905
$2.44M ﹤0.01%
96,623
+85,478
2906
$2.44M ﹤0.01%
62,184
+36,522
2907
$2.44M ﹤0.01%
391,824
+206,889
2908
$2.44M ﹤0.01%
+116,521
2909
$2.44M ﹤0.01%
293,916
-17,564
2910
$2.44M ﹤0.01%
217,338
+180,164
2911
$2.43M ﹤0.01%
248,464
+40,605
2912
$2.43M ﹤0.01%
+239,600
2913
$2.42M ﹤0.01%
24,726
-3,533
2914
$2.42M ﹤0.01%
101,787
-5,371
2915
$2.42M ﹤0.01%
244,070
+77,890
2916
$2.42M ﹤0.01%
+250,000
2917
$2.42M ﹤0.01%
167,586
+163,124
2918
$2.41M ﹤0.01%
115,668
+1,617
2919
$2.41M ﹤0.01%
27,774
-34,585
2920
$2.41M ﹤0.01%
102,466
+65,968
2921
$2.41M ﹤0.01%
26,482
-122,772
2922
$2.41M ﹤0.01%
243,774
+33,317
2923
$2.4M ﹤0.01%
+12,116
2924
$2.4M ﹤0.01%
91,667
+74,723
2925
$2.4M ﹤0.01%
152,602
-20,422