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
4501
$101K ﹤0.01%
+1,224
4502
$101K ﹤0.01%
+23,761
4503
0
4504
$100K ﹤0.01%
595
-796
4505
$100K ﹤0.01%
4,223
+4,169
4506
$100K ﹤0.01%
5,901
+5,839
4507
$100K ﹤0.01%
+3,689
4508
$100K ﹤0.01%
2,291
+610
4509
$100K ﹤0.01%
3,673
-50
4510
$100K ﹤0.01%
16,948
-15,365
4511
$100K ﹤0.01%
5,398
-364
4512
$99K ﹤0.01%
5,850
+343
4513
$99K ﹤0.01%
12,770
+580
4514
$99K ﹤0.01%
+4,432
4515
$99K ﹤0.01%
15,006
-3,571
4516
$99K ﹤0.01%
20,005
-738
4517
$99K ﹤0.01%
+9,999
4518
$98K ﹤0.01%
1,405
+275
4519
$98K ﹤0.01%
11,497
-34,216
4520
$98K ﹤0.01%
+3,604
4521
0
4522
$97K ﹤0.01%
4,035
-3,305
4523
$97K ﹤0.01%
5,195
+330
4524
$97K ﹤0.01%
6,126
4525
$96K ﹤0.01%
+1,000