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
3176
$1.53M ﹤0.01%
163,600
+32,500
3177
$1.52M ﹤0.01%
14,052
-10,228
3178
$1.52M ﹤0.01%
323,813
+172,312
3179
$1.52M ﹤0.01%
7,085
-2,100
3180
$1.52M ﹤0.01%
93,683
+77,835
3181
$1.52M ﹤0.01%
46,340
-25,017
3182
$1.52M ﹤0.01%
8,506
-12,399
3183
$1.51M ﹤0.01%
47,180
+32,390
3184
$1.51M ﹤0.01%
152,750
3185
$1.51M ﹤0.01%
153,027
3186
$1.51M ﹤0.01%
150,000
3187
$1.51M ﹤0.01%
+155,634
3188
$1.51M ﹤0.01%
388,102
-436,840
3189
$1.5M ﹤0.01%
151,112
+45,732
3190
$1.5M ﹤0.01%
60,787
-17,908
3191
$1.5M ﹤0.01%
63,315
+33,952
3192
$1.5M ﹤0.01%
144,986
+85,372
3193
$1.5M ﹤0.01%
150,000
3194
$1.49M ﹤0.01%
107,237
-79,690
3195
$1.49M ﹤0.01%
150,000
3196
$1.49M ﹤0.01%
148,700
3197
$1.49M ﹤0.01%
47,657
-2,409
3198
$1.49M ﹤0.01%
150,000
3199
$1.49M ﹤0.01%
150,000
3200
$1.48M ﹤0.01%
17,422
+15,171