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
3026
$2.04M ﹤0.01%
199,898
3027
$2.03M ﹤0.01%
185,554
-31,021
3028
$2.03M ﹤0.01%
91,042
+9,508
3029
$2.03M ﹤0.01%
70,475
-16,801
3030
$2.03M ﹤0.01%
43,637
-15,359
3031
$2.02M ﹤0.01%
+205,961
3032
$2.02M ﹤0.01%
41,375
+1,855
3033
$2.02M ﹤0.01%
62,578
-897,241
3034
$2.02M ﹤0.01%
149,749
+66,564
3035
$2.01M ﹤0.01%
103,218
+34,987
3036
$2.01M ﹤0.01%
37,525
+2,012
3037
$2M ﹤0.01%
71,613
-9,267
3038
$2M ﹤0.01%
100,605
+72,945
3039
$2M ﹤0.01%
374,674
-28,161
3040
$1.99M ﹤0.01%
32,248
+8,300
3041
$1.99M ﹤0.01%
+202,328
3042
$1.99M ﹤0.01%
84,960
-118,026
3043
$1.99M ﹤0.01%
25,112
-4,092
3044
$1.99M ﹤0.01%
212,089
-104,360
3045
$1.98M ﹤0.01%
200,000
3046
$1.97M ﹤0.01%
63,277
-16,769
3047
$1.96M ﹤0.01%
73,610
-84,931
3048
$1.96M ﹤0.01%
47,122
-34,377
3049
$1.96M ﹤0.01%
+200,000
3050
$1.95M ﹤0.01%
52,625
+51,816