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 11.81%
3 Healthcare 10.26%
4 Consumer Discretionary 10%
5 Industrials 7.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2276
$6.69M ﹤0.01%
294,934
+34,821
2277
$6.68M ﹤0.01%
24,483
-7,747
2278
$6.67M ﹤0.01%
132,550
-148,567
2279
$6.66M ﹤0.01%
513,341
-45,981
2280
$6.65M ﹤0.01%
245,270
-61,391
2281
$6.65M ﹤0.01%
58,838
-105,380
2282
$6.64M ﹤0.01%
109,550
+69,166
2283
$6.62M ﹤0.01%
233,854
+146,437
2284
$6.61M ﹤0.01%
146,316
-43,233
2285
$6.61M ﹤0.01%
71,780
+15,656
2286
$6.61M ﹤0.01%
244,979
-128,504
2287
$6.61M ﹤0.01%
672,012
-206
2288
$6.6M ﹤0.01%
381,552
+75,875
2289
$6.59M ﹤0.01%
434,845
+76,799
2290
$6.59M ﹤0.01%
761,435
-267,319
2291
$6.58M ﹤0.01%
122,218
-7,688
2292
$6.57M ﹤0.01%
139,999
+61,857
2293
$6.55M ﹤0.01%
1,254,381
-769,450
2294
$6.55M ﹤0.01%
64,095
-27,345
2295
$6.54M ﹤0.01%
231,816
-36,414
2296
$6.53M ﹤0.01%
601,060
+566,172
2297
$6.53M ﹤0.01%
202,622
+43,450
2298
$6.52M ﹤0.01%
161,228
+43,376
2299
$6.51M ﹤0.01%
451,437
+43,127
2300
$6.48M ﹤0.01%
330,440
-126,947