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
2326
$6.3M ﹤0.01%
70,912
-25,002
2327
$6.3M ﹤0.01%
650,244
+92,463
2328
$6.28M ﹤0.01%
136,547
-127,353
2329
$6.26M ﹤0.01%
108,934
-38,490
2330
$6.25M ﹤0.01%
306,834
-306,839
2331
$6.25M ﹤0.01%
641,021
+36,638
2332
$6.25M ﹤0.01%
+100,000
2333
$6.24M ﹤0.01%
1,290,137
+276,209
2334
$6.23M ﹤0.01%
183,384
-13,959
2335
$6.23M ﹤0.01%
12,232
-5,355
2336
$6.23M ﹤0.01%
82,000
-71,502
2337
$6.22M ﹤0.01%
1,174,366
-156,717
2338
$6.22M ﹤0.01%
73,327
-47,982
2339
$6.2M ﹤0.01%
72,690
+4,895
2340
$6.2M ﹤0.01%
229,936
+216,850
2341
$6.2M ﹤0.01%
93,885
+3,361
2342
$6.19M ﹤0.01%
82,926
+38,450
2343
$6.18M ﹤0.01%
82,713
-24,187
2344
$6.18M ﹤0.01%
102,938
-16,196
2345
$6.18M ﹤0.01%
633,655
+42,241
2346
$6.17M ﹤0.01%
3,059
+430
2347
$6.17M ﹤0.01%
89,824
-3,704
2348
$6.16M ﹤0.01%
196,274
-27,560
2349
$6.14M ﹤0.01%
61,068
-9,547
2350
$6.14M ﹤0.01%
140,904
-74,184