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
2951
$2.3M ﹤0.01%
59,478
-512
2952
$2.29M ﹤0.01%
982,009
+326,033
2953
$2.29M ﹤0.01%
397,258
+51,510
2954
$2.29M ﹤0.01%
22,157
-150,272
2955
$2.29M ﹤0.01%
241,963
-24,722
2956
$2.28M ﹤0.01%
53,831
+2,698
2957
$2.28M ﹤0.01%
32,714
-459
2958
$2.27M ﹤0.01%
418,155
-10,317
2959
$2.27M ﹤0.01%
+230,000
2960
$2.27M ﹤0.01%
106,013
-23,205
2961
$2.25M ﹤0.01%
36,429
+14,289
2962
$2.24M ﹤0.01%
30,326
+12,630
2963
$2.24M ﹤0.01%
36,807
+48
2964
$2.23M ﹤0.01%
27,635
-9,100
2965
$2.23M ﹤0.01%
468,128
-116,044
2966
$2.23M ﹤0.01%
59,017
-114,222
2967
$2.23M ﹤0.01%
29,535
-7,277
2968
$2.22M ﹤0.01%
44,972
-403
2969
$2.22M ﹤0.01%
614,750
-138,436
2970
$2.21M ﹤0.01%
31,794
-150,278
2971
$2.21M ﹤0.01%
221,550
2972
$2.21M ﹤0.01%
65,665
+7,064
2973
$2.21M ﹤0.01%
36,012
-164,333
2974
$2.21M ﹤0.01%
235,108
-9,475
2975
$2.21M ﹤0.01%
75,675
+842