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
3501
$901K ﹤0.01%
242,105
-371,117
3502
$900K ﹤0.01%
147,473
-3,200
3503
$900K ﹤0.01%
30,979
+30,844
3504
$898K ﹤0.01%
39,750
-3,600
3505
$896K ﹤0.01%
68,954
-36,508
3506
$893K ﹤0.01%
40,058
-52,771
3507
$889K ﹤0.01%
29,476
-16,613
3508
$889K ﹤0.01%
26,367
+8,977
3509
$889K ﹤0.01%
50,128
+40,962
3510
$887K ﹤0.01%
160,809
-41,668
3511
$883K ﹤0.01%
22,660
3512
$881K ﹤0.01%
41,682
-1,936
3513
$879K ﹤0.01%
25,445
-298,838
3514
$879K ﹤0.01%
19,236
+3,929
3515
$877K ﹤0.01%
9,350
+8,111
3516
$876K ﹤0.01%
52,257
-21,042
3517
$871K ﹤0.01%
26,463
+1,250
3518
$868K ﹤0.01%
29,394
+5,595
3519
$867K ﹤0.01%
75,182
-19,251
3520
$867K ﹤0.01%
86,735
+35,566
3521
$865K ﹤0.01%
24,314
-30,400
3522
$862K ﹤0.01%
12,760
-3,558
3523
$861K ﹤0.01%
3,404
-801
3524
$859K ﹤0.01%
201,021
+35,029
3525
$858K ﹤0.01%
71,001
-67,782