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
3251
$1.38M ﹤0.01%
38,182
-89,298
3252
$1.37M ﹤0.01%
28,568
-24,804
3253
$1.37M ﹤0.01%
137,500
3254
$1.37M ﹤0.01%
231,414
+13,698
3255
$1.37M ﹤0.01%
105,914
-3,133,639
3256
$1.36M ﹤0.01%
+78,652
3257
$1.36M ﹤0.01%
59,762
-695
3258
$1.36M ﹤0.01%
37,680
-11,915
3259
$1.36M ﹤0.01%
24,248
3260
$1.36M ﹤0.01%
20,567
-14,536
3261
$1.36M ﹤0.01%
58,968
-13,082
3262
$1.36M ﹤0.01%
137,081
3263
$1.36M ﹤0.01%
98,060
-6,918
3264
$1.35M ﹤0.01%
31,069
-21,193
3265
$1.35M ﹤0.01%
33,275
-42,138
3266
$1.34M ﹤0.01%
28,038
-7,032
3267
$1.34M ﹤0.01%
197,315
-9,977
3268
$1.34M ﹤0.01%
68,442
-26,126
3269
$1.34M ﹤0.01%
52,722
-5,197
3270
$1.34M ﹤0.01%
186,263
-758,925
3271
$1.34M ﹤0.01%
300,816
3272
$1.33M ﹤0.01%
133,905
-14,999
3273
$1.33M ﹤0.01%
58,276
+874
3274
$1.33M ﹤0.01%
39,681
-14,222
3275
$1.33M ﹤0.01%
16,567
+3,425