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
4201
$206K ﹤0.01%
4,339
-29,604
4202
$205K ﹤0.01%
12,262
-12,321
4203
$205K ﹤0.01%
4,414
-2,114
4204
$205K ﹤0.01%
13,156
-820
4205
$205K ﹤0.01%
18,954
+5,020
4206
$204K ﹤0.01%
+3,309
4207
$203K ﹤0.01%
30,233
-21,304
4208
$203K ﹤0.01%
27,421
+4,474
4209
$202K ﹤0.01%
8,070
-7,028
4210
$202K ﹤0.01%
11,558
-7,314
4211
$201K ﹤0.01%
19,120
+9,045
4212
$201K ﹤0.01%
5,522
-6,652
4213
$200K ﹤0.01%
4,009
-5,181
4214
$199K ﹤0.01%
2,722
-2,872
4215
$199K ﹤0.01%
+26,907
4216
$199K ﹤0.01%
573
-1,577
4217
$199K ﹤0.01%
6,367
-202
4218
$197K ﹤0.01%
2,071
-9,699
4219
$196K ﹤0.01%
6,534
-196
4220
$196K ﹤0.01%
30,617
-25,086
4221
0
4222
$196K ﹤0.01%
4,464
+4,377
4223
$196K ﹤0.01%
31,822
-53,507
4224
0
4225
$195K ﹤0.01%
1,485
-154