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
3526
$857K ﹤0.01%
18,864
-14,376
3527
$856K ﹤0.01%
11,067
-221
3528
$854K ﹤0.01%
111,966
-164,081
3529
$852K ﹤0.01%
17,358
-13,886
3530
$851K ﹤0.01%
35,215
+31,210
3531
$849K ﹤0.01%
27,543
+3,175
3532
$848K ﹤0.01%
32,195
-57,624
3533
$843K ﹤0.01%
31,396
-7,395
3534
$840K ﹤0.01%
24,275
-7,023
3535
$838K ﹤0.01%
64,171
-24,293
3536
$835K ﹤0.01%
56,149
+452
3537
$835K ﹤0.01%
42,537
-13,800
3538
$833K ﹤0.01%
48,061
+23,683
3539
$828K ﹤0.01%
18,976
+11,873
3540
$826K ﹤0.01%
145,710
+40,340
3541
$823K ﹤0.01%
9,570
-941
3542
$823K ﹤0.01%
17,342
+2,410
3543
$819K ﹤0.01%
44,240
-63,158
3544
$818K ﹤0.01%
32,055
-9,204
3545
$818K ﹤0.01%
46,276
+22,659
3546
$817K ﹤0.01%
9,395
+5,011
3547
$815K ﹤0.01%
12,801
-17,727
3548
$813K ﹤0.01%
24,411
-5,370
3549
$812K ﹤0.01%
30,446
-55,185
3550
$811K ﹤0.01%
35,179
-26,862