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
1501
$11.5M ﹤0.01%
1,133,612
+533,674
1502
$11.4M ﹤0.01%
300,408
+84,976
1503
$11.4M ﹤0.01%
219,436
-24,771
1504
$11.4M ﹤0.01%
1,389,470
+141,965
1505
$11.4M ﹤0.01%
317,758
-135,593
1506
$11.3M ﹤0.01%
235,312
-58,561
1507
$11.3M ﹤0.01%
658,032
-166,040
1508
$11.3M ﹤0.01%
209,570
-44,250
1509
$11.3M ﹤0.01%
748,731
-105,473
1510
$11.3M ﹤0.01%
626,359
+60,509
1511
$11.3M ﹤0.01%
76,341
+1,500
1512
$11.3M ﹤0.01%
188,061
+120,556
1513
$11.3M ﹤0.01%
234,522
-38,761
1514
$11.2M ﹤0.01%
414,464
+20,484
1515
$11.1M ﹤0.01%
418,850
-177,275
1516
$11.1M ﹤0.01%
457,678
-319,590
1517
$11.1M ﹤0.01%
479,988
-98,022
1518
$11.1M ﹤0.01%
240,046
-15,406
1519
$11.1M ﹤0.01%
140,345
-1,238,917
1520
$11M ﹤0.01%
1,523,969
-710,836
1521
$11M ﹤0.01%
96,442
+24,824
1522
$11M ﹤0.01%
269,044
-456,910
1523
$11M ﹤0.01%
338,824
-565,931
1524
$11M ﹤0.01%
483,046
+6,636
1525
$11M ﹤0.01%
1,538,507
+99,193