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
3001
$490K ﹤0.01%
57,083
-223,404
3002
$489K ﹤0.01%
17,233
-36,151
3003
$489K ﹤0.01%
60,489
-44,478
3004
$487K ﹤0.01%
20,330
-54,704
3005
$486K ﹤0.01%
30,882
-24,004
3006
$485K ﹤0.01%
13,376
+6,009
3007
$484K ﹤0.01%
66,362
-57,379
3008
$483K ﹤0.01%
42,532
-74,359
3009
$483K ﹤0.01%
9,085
-129,015
3010
$479K ﹤0.01%
50,841
-22,305
3011
$478K ﹤0.01%
11,620
-1,101,797
3012
$477K ﹤0.01%
66,299
-58,314
3013
$477K ﹤0.01%
15,094
-1,316
3014
$477K ﹤0.01%
93,145
+360
3015
$475K ﹤0.01%
5,111,081
3016
$474K ﹤0.01%
16,357
3017
$474K ﹤0.01%
13,638
-28,578
3018
$474K ﹤0.01%
46,420
3019
$471K ﹤0.01%
50,984
-13,149
3020
$466K ﹤0.01%
21,430
-44,583
3021
$466K ﹤0.01%
38,260
-5,913
3022
$466K ﹤0.01%
57,665
-172
3023
$466K ﹤0.01%
31,597
+1,100
3024
$465K ﹤0.01%
30,769
-72,546
3025
$462K ﹤0.01%
28,467
-48,483