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 11.82%
3 Healthcare 10.26%
4 Consumer Discretionary 9.99%
5 Industrials 7.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3751
$520K ﹤0.01%
5,538
+2,723
3752
$519K ﹤0.01%
52,075
3753
$518K ﹤0.01%
19,655
+3,489
3754
$518K ﹤0.01%
19,060
+10,514
3755
$517K ﹤0.01%
118,465
-6,946
3756
$516K ﹤0.01%
51,859
-8,270
3757
$516K ﹤0.01%
32,189
-12,246
3758
$515K ﹤0.01%
4,136
-3,177
3759
$514K ﹤0.01%
13,031
-279
3760
$514K ﹤0.01%
41,436
-1,556
3761
$509K ﹤0.01%
9,924
-13,904
3762
$509K ﹤0.01%
10,088
-8,333
3763
0
3764
$507K ﹤0.01%
49,831
3765
$505K ﹤0.01%
38,996
-832
3766
$505K ﹤0.01%
+50,000
3767
$503K ﹤0.01%
41,404
-38,133
3768
$503K ﹤0.01%
+50,000
3769
$502K ﹤0.01%
23,326
-22,644
3770
$501K ﹤0.01%
5,882
-7,938
3771
$501K ﹤0.01%
21,188
+3,044
3772
$501K ﹤0.01%
51,658
3773
$501K ﹤0.01%
154,643
-4,002,753
3774
$500K ﹤0.01%
88,270
+1,258
3775
$499K ﹤0.01%
9,936
-1,574