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
2426
$5.4M ﹤0.01%
109,853
-1,186
2427
$5.38M ﹤0.01%
95,108
-457,670
2428
$5.38M ﹤0.01%
93,118
-70,011
2429
$5.38M ﹤0.01%
106,645
-46,793
2430
$5.38M ﹤0.01%
553,419
+24,939
2431
$5.38M ﹤0.01%
545,700
+39,408
2432
$5.35M ﹤0.01%
132,659
+69,061
2433
$5.34M ﹤0.01%
160,476
-2,164
2434
$5.33M ﹤0.01%
333,636
-172,484
2435
$5.33M ﹤0.01%
17,611
-2,207
2436
$5.3M ﹤0.01%
81,784
-41,058
2437
$5.29M ﹤0.01%
183,059
-56,786
2438
$5.29M ﹤0.01%
142,003
-2,091
2439
$5.29M ﹤0.01%
84,270
+1,608
2440
$5.28M ﹤0.01%
74,917
-21,288
2441
$5.26M ﹤0.01%
93,398
+2,264
2442
$5.23M ﹤0.01%
108,163
-42,658
2443
$5.2M ﹤0.01%
367,476
-16,976
2444
$5.2M ﹤0.01%
249,507
+229,574
2445
$5.2M ﹤0.01%
69,066
+11,142
2446
$5.19M ﹤0.01%
105,738
-29,802
2447
$5.17M ﹤0.01%
101,464
-58,550
2448
$5.16M ﹤0.01%
108,851
+29,955
2449
$5.16M ﹤0.01%
118,075
+34,618
2450
$5.13M ﹤0.01%
111,406
-34,210