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
1576
$9.64M ﹤0.01%
136,378
+17,953
1577
$9.63M ﹤0.01%
1,021,253
-88,860
1578
$9.62M ﹤0.01%
206,435
-79,204
1579
$9.6M ﹤0.01%
300,023
-25,249
1580
$9.58M ﹤0.01%
153,949
+15,702
1581
$9.57M ﹤0.01%
282,980
+882
1582
$9.56M ﹤0.01%
396,286
-70,175
1583
$9.52M ﹤0.01%
82,861
+5,283
1584
$9.5M ﹤0.01%
1,020,518
-10,472
1585
$9.48M ﹤0.01%
208,801
-538,369
1586
$9.48M ﹤0.01%
132,566
+22,808
1587
$9.46M ﹤0.01%
338,150
+324,129
1588
$9.46M ﹤0.01%
295,069
-25,781
1589
$9.45M ﹤0.01%
304,409
+280,651
1590
$9.43M ﹤0.01%
246,000
+45,143
1591
$9.42M ﹤0.01%
403,135
-52,277
1592
$9.38M ﹤0.01%
459,422
-69,112
1593
$9.38M ﹤0.01%
652,709
+72,343
1594
$9.36M ﹤0.01%
241,588
-1,727
1595
$9.35M ﹤0.01%
122,287
-5,026
1596
$9.33M ﹤0.01%
935,037
+571,286
1597
$9.22M ﹤0.01%
50,269
-805
1598
$9.19M ﹤0.01%
203,380
-57,917
1599
$9.18M ﹤0.01%
391,224
-89,937
1600
$9.17M ﹤0.01%
355,672
-87,936