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
3951
$345K ﹤0.01%
48,138
-28,994
3952
$344K ﹤0.01%
+33,879
3953
$344K ﹤0.01%
30,105
+705
3954
$343K ﹤0.01%
1,989
+113
3955
$343K ﹤0.01%
9,182
-1,050
3956
$343K ﹤0.01%
+45,713
3957
$342K ﹤0.01%
5,209
-168
3958
$341K ﹤0.01%
15,139
+7,015
3959
$341K ﹤0.01%
7,793
-71,088
3960
$340K ﹤0.01%
34,067
+868
3961
$339K ﹤0.01%
8,109
-6,312
3962
$339K ﹤0.01%
6,263
+1,000
3963
$339K ﹤0.01%
5,113
-400
3964
$339K ﹤0.01%
68,428
+31,544
3965
$339K ﹤0.01%
93,097
-156,670
3966
$336K ﹤0.01%
2,555
+155
3967
$336K ﹤0.01%
9,356
+2,471
3968
$336K ﹤0.01%
36,184
-30,834
3969
$336K ﹤0.01%
33,332
-2,500
3970
$335K ﹤0.01%
5,178
-4,144
3971
$335K ﹤0.01%
+11,121
3972
$334K ﹤0.01%
16,362
+3,207
3973
$334K ﹤0.01%
80,036
-7,571
3974
$333K ﹤0.01%
33,357
-9
3975
$333K ﹤0.01%
+40,297