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
4401
$127K ﹤0.01%
1,101
-238
4402
$127K ﹤0.01%
16,535
-2,632
4403
$127K ﹤0.01%
2,301
-2,643
4404
$127K ﹤0.01%
2,220
-3,599
4405
$126K ﹤0.01%
27,084
-23,359
4406
$126K ﹤0.01%
15,602
-502
4407
$126K ﹤0.01%
3,375
-350,211
4408
$126K ﹤0.01%
3,058
-10,226
4409
$125K ﹤0.01%
7,983
-3,236
4410
$125K ﹤0.01%
18,294
-934
4411
$125K ﹤0.01%
5,521
-1,203
4412
$125K ﹤0.01%
40
+2
4413
$124K ﹤0.01%
3,628
-2,596
4414
$124K ﹤0.01%
14,833
-506
4415
$124K ﹤0.01%
+13,425
4416
$124K ﹤0.01%
+2,053
4417
$124K ﹤0.01%
7,479
-2,644
4418
$124K ﹤0.01%
6,164
+203
4419
$124K ﹤0.01%
89,317
+37,291
4420
$123K ﹤0.01%
486
-18,724
4421
$123K ﹤0.01%
1,314
+554
4422
$122K ﹤0.01%
12,099
-10,832
4423
$122K ﹤0.01%
4,860
4424
$122K ﹤0.01%
6,825
-1,515
4425
$121K ﹤0.01%
5,899
+5,287