JPMorgan Chase & Co

JPMorgan Chase & Co Portfolio holdings

AUM $1.45T
1-Year Est. Return 22.34%
 

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
+22.34%
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
1
$28.3B 3.5%
65,960,344
+3,911,450
2
$21.8B 2.69%
77,177,542
-3,708,282
3
$17.6B 2.17%
124,093,652
-16,507,244
4
$13B 1.61%
79,116,880
-10,717,480
5
$9.77B 1.21%
73,303,980
-5,104,340
6
$8.31B 1.03%
145,850,355
+9,694,568
7
$8.02B 0.99%
60,005,660
+474,100
8
$8.01B 0.99%
23,609,989
-2,797,667
9
$7.92B 0.98%
138,767,936
+4,200,066
10
$7.82B 0.97%
133,135,710
+6,892,176
11
$6.79B 0.84%
82,885,213
+67,806,734
12
$6.28B 0.78%
18,055,507
-1,812,165
13
$5.89B 0.73%
15,066,921
+666,161
14
$5.45B 0.67%
88,223,429
+2,795,682
15
$5.25B 0.65%
31,336,798
-2,007,871
16
$5.12B 0.63%
19,793,046
+1,052,490
17
$5.06B 0.63%
85,577,227
+2,279,075
18
$4.85B 0.6%
77,003,529
+57,589
19
$4.73B 0.59%
43,893,358
+8,932,364
20
$4.59B 0.57%
10,658,669
+1,755,101
21
$4.55B 0.56%
107,122,106
-949,246
22
$4.39B 0.54%
13,785,343
-1,048,862
23
$4.36B 0.54%
55,543,176
-356,387
24
$4.34B 0.54%
26,857,229
+1,210,425
25
$4.31B 0.53%
12,851,027
+814,617