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
3001
$2.14M ﹤0.01%
55,671
-16,758
3002
$2.14M ﹤0.01%
30,419
-131,090
3003
$2.13M ﹤0.01%
136,767
-32,045
3004
$2.13M ﹤0.01%
44,473
-130,996
3005
$2.13M ﹤0.01%
179,590
+13,025
3006
$2.12M ﹤0.01%
125,959
+123,880
3007
$2.11M ﹤0.01%
23,546
-5,436
3008
$2.11M ﹤0.01%
100,727
-7,573
3009
$2.1M ﹤0.01%
60,366
-40,956
3010
$2.09M ﹤0.01%
214,844
-6,709
3011
$2.08M ﹤0.01%
+210,665
3012
$2.08M ﹤0.01%
39,595
+28,375
3013
$2.08M ﹤0.01%
26,685
+16,361
3014
$2.08M ﹤0.01%
6,492
+1,455
3015
$2.07M ﹤0.01%
21,711
-1,180
3016
$2.07M ﹤0.01%
119,894
-44,800
3017
$2.06M ﹤0.01%
164,736
-30,900
3018
$2.06M ﹤0.01%
20,000
3019
$2.06M ﹤0.01%
784,003
-135,823
3020
$2.06M ﹤0.01%
198,809
-11,815
3021
$2.06M ﹤0.01%
80,829
+4,827
3022
$2.06M ﹤0.01%
520,877
-124,767
3023
$2.04M ﹤0.01%
40,893
+14,667
3024
$2.04M ﹤0.01%
48,512
-20,791
3025
$2.04M ﹤0.01%
96,677
-15,390