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
4251
$186K ﹤0.01%
8,643
-10,574
4252
$186K ﹤0.01%
524
-4
4253
$185K ﹤0.01%
2,932
+306
4254
$185K ﹤0.01%
8,718
+3,623
4255
$183K ﹤0.01%
9,995
+1,085
4256
$183K ﹤0.01%
6,510
-10,646
4257
$182K ﹤0.01%
+6,505
4258
0
4259
$181K ﹤0.01%
3,575
-2,568
4260
$181K ﹤0.01%
5,183
-1,305
4261
$181K ﹤0.01%
9,216
-424
4262
$181K ﹤0.01%
1,888
-1,489
4263
$180K ﹤0.01%
8,223
+4,153
4264
$180K ﹤0.01%
40,950
-23,275
4265
$179K ﹤0.01%
11,101
-9,131
4266
$177K ﹤0.01%
15,233
+2,664
4267
$177K ﹤0.01%
10,043
-1,011
4268
$177K ﹤0.01%
62,773
+7,182
4269
$176K ﹤0.01%
3,884
+2,977
4270
$176K ﹤0.01%
26,027
-15,873
4271
$176K ﹤0.01%
21,956
-278,855
4272
$176K ﹤0.01%
+6,000
4273
$175K ﹤0.01%
7,586
-237
4274
$175K ﹤0.01%
+6,813
4275
$175K ﹤0.01%
9,480
-23,490