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
3151
$1.61M ﹤0.01%
36,955
-1,828
3152
$1.6M ﹤0.01%
163,337
-43,854
3153
$1.6M ﹤0.01%
20,627
-43,675
3154
$1.6M ﹤0.01%
+63,424
3155
$1.59M ﹤0.01%
+143,508
3156
$1.59M ﹤0.01%
87,206
-63,526
3157
$1.59M ﹤0.01%
28,057
+16,552
3158
$1.59M ﹤0.01%
68,417
-12,043
3159
$1.59M ﹤0.01%
105,457
+37,820
3160
$1.59M ﹤0.01%
37,687
-35,246
3161
$1.59M ﹤0.01%
16,027
-10,720
3162
$1.59M ﹤0.01%
13,582
-3,948
3163
$1.59M ﹤0.01%
82,776
-54,195
3164
$1.58M ﹤0.01%
116,900
+62,000
3165
$1.57M ﹤0.01%
3,100
-1,818
3166
$1.56M ﹤0.01%
20,557
-38,718
3167
$1.56M ﹤0.01%
10,222
-7
3168
$1.54M ﹤0.01%
74,537
+16,963
3169
$1.54M ﹤0.01%
12,510
+79
3170
$1.54M ﹤0.01%
60,411
-93,398
3171
$1.54M ﹤0.01%
6,554
-364
3172
$1.54M ﹤0.01%
19,488
-7,860
3173
$1.54M ﹤0.01%
43,850
+16,143
3174
$1.54M ﹤0.01%
97,397
-14,928
3175
$1.53M ﹤0.01%
87,409
-20,537