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
$385B
AUM Growth
+$8.11B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,774
New
Increased
Reduced
Closed

Top Buys

1
+$738M
2
+$735M
3
+$602M
4
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$478M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$438M

Top Sells

1
+$1.28B
2
+$1B
3
+$979M
4
NXPI icon
NXP Semiconductors
NXPI
+$889M
5
LRCX icon
Lam Research
LRCX
+$827M

Sector Composition

1 Financials 16.18%
2 Technology 11.43%
3 Healthcare 9.58%
4 Consumer Discretionary 8.83%
5 Industrials 8.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.97B 0.47%
12,986,358
+266,478
27
$1.94B 0.47%
40,385,271
-556,938
28
$1.86B 0.45%
23,804,372
-5,691,094
29
$1.8B 0.43%
8,757,988
+1,973,508
30
$1.74B 0.42%
9,652,149
+493,472
31
$1.69B 0.41%
28,890,815
-3,992,914
32
$1.68B 0.4%
42,591,751
+8,368,267
33
$1.68B 0.4%
14,307,727
-2,537,955
34
$1.66B 0.4%
33,630,389
-7,313,559
35
$1.65B 0.4%
23,144,799
-6,284,935
36
$1.64B 0.39%
16,173,894
-133,450
37
$1.61B 0.39%
36,319,556
-1,507,985
38
$1.58B 0.38%
32,262,254
+15,113,725
39
$1.55B 0.37%
15,033,060
-20,651
40
$1.55B 0.37%
21,030,744
-216,932
41
$1.55B 0.37%
21,562,388
-2,806,343
42
$1.53B 0.37%
13,373,609
+1,738,506
43
$1.49B 0.36%
46,540,480
-1,162,693
44
$1.48B 0.36%
12,574,033
-395,761
45
$1.45B 0.35%
50,501,929
+2,276,859
46
$1.44B 0.35%
6,853,249
-274,733
47
$1.44B 0.35%
30,141,297
+301,928
48
$1.43B 0.34%
4,950,734
+590,986
49
$1.41B 0.34%
31,562,672
-151,196
50
$1.39B 0.33%
23,951,271
-489,691
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