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
2851
$704K ﹤0.01%
14,842
-787
2852
$704K ﹤0.01%
89,124
-113,720
2853
$701K ﹤0.01%
54,749
-45,504
2854
$700K ﹤0.01%
41,950
-2,828
2855
$700K ﹤0.01%
325,611
-7,269
2856
$690K ﹤0.01%
67,563
-20,038
2857
$689K ﹤0.01%
61,725
-6,123
2858
$683K ﹤0.01%
31,188
+3,447
2859
$676K ﹤0.01%
76,328
-59,164
2860
$676K ﹤0.01%
13,418
-1,832
2861
$675K ﹤0.01%
8,315
-5,678
2862
$664K ﹤0.01%
21,395
-33,805
2863
$660K ﹤0.01%
14
+1
2864
$657K ﹤0.01%
39,857
-25,481
2865
$657K ﹤0.01%
36,534
+3,574
2866
$654K ﹤0.01%
54,086
-126,733
2867
$652K ﹤0.01%
31,510
-12,794
2868
$652K ﹤0.01%
37,775
+8,627
2869
$650K ﹤0.01%
8,507
2870
$649K ﹤0.01%
19,170
-29,330
2871
$648K ﹤0.01%
70,791
-21,371
2872
$648K ﹤0.01%
27,907
-7,920
2873
$648K ﹤0.01%
54,758
-13,320
2874
$647K ﹤0.01%
35,794
-13,677
2875
$645K ﹤0.01%
206,333
+192,605