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
1901
$4.97M ﹤0.01%
461,754
-328,955
1902
$4.97M ﹤0.01%
302,434
-854,495
1903
$4.97M ﹤0.01%
96,625
-5,384
1904
$4.95M ﹤0.01%
1,146,744
-32,290
1905
$4.95M ﹤0.01%
172,667
+1,995
1906
$4.95M ﹤0.01%
279,435
+247,610
1907
$4.95M ﹤0.01%
155,034
-31,797
1908
$4.94M ﹤0.01%
46,222
-1,296
1909
$4.94M ﹤0.01%
205,506
+112,120
1910
$4.93M ﹤0.01%
69,259
-36,230
1911
$4.91M ﹤0.01%
155,089
+17,958
1912
$4.88M ﹤0.01%
152,621
-688,719
1913
$4.87M ﹤0.01%
98,084
-207,800
1914
$4.85M ﹤0.01%
252,375
-19,371
1915
$4.84M ﹤0.01%
142,674
-51,200
1916
$4.84M ﹤0.01%
212,956
-24,197
1917
$4.83M ﹤0.01%
62,399
-49,906
1918
$4.83M ﹤0.01%
382,922
-8,693
1919
$4.83M ﹤0.01%
20,508
-603
1920
$4.82M ﹤0.01%
238,519
-12,475
1921
$4.82M ﹤0.01%
71,893
+865
1922
$4.78M ﹤0.01%
71,481
-334
1923
$4.77M ﹤0.01%
99,307
-60,564
1924
$4.77M ﹤0.01%
67,684
-16,101
1925
$4.76M ﹤0.01%
133,841
+3,759