JP Morgan Chase & Co

JP Morgan Chase & Co 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
$341B
AUM Growth
+$15.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,083
New
Increased
Reduced
Closed

Top Buys

1 +$3.16B
2 +$907M
3 +$823M
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$783M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$500M

Top Sells

1 +$949M
2 +$922M
3 +$765M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$751M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$699M

Sector Composition

1 Financials 13.48%
2 Healthcare 10.47%
3 Technology 10.42%
4 Consumer Discretionary 9.9%
5 Industrials 9.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2626
$1.23M ﹤0.01%
33,154
-194,351
2627
$1.23M ﹤0.01%
33,881
+24,507
2628
$1.22M ﹤0.01%
46,207
-2,153
2629
$1.22M ﹤0.01%
121,606
+99,369
2630
$1.22M ﹤0.01%
57,757
-1,467
2631
$1.2M ﹤0.01%
16,121
-4,702
2632
$1.2M ﹤0.01%
17,301
-26,416
2633
$1.2M ﹤0.01%
36,000
2634
$1.2M ﹤0.01%
142,067
-65,974
2635
$1.2M ﹤0.01%
+75,506
2636
$1.2M ﹤0.01%
127,999
-39,117
2637
$1.19M ﹤0.01%
101,392
-26,777
2638
$1.19M ﹤0.01%
19,544
-6,281
2639
$1.18M ﹤0.01%
38,948
-23,504
2640
$1.18M ﹤0.01%
51,298
+47
2641
$1.18M ﹤0.01%
22,248
+15,300
2642
$1.18M ﹤0.01%
23,659
+703
2643
$1.18M ﹤0.01%
18,145
-531
2644
$1.18M ﹤0.01%
81,906
-7,607
2645
$1.17M ﹤0.01%
24,990
-34,878
2646
$1.17M ﹤0.01%
41,264
-96,672
2647
$1.17M ﹤0.01%
34,303
-36,576
2648
$1.16M ﹤0.01%
112,304
+61,908
2649
$1.16M ﹤0.01%
30,525
+2,164
2650
$1.16M ﹤0.01%
113,918
+100,163