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
1951
$4.59M ﹤0.01%
34,060
+24,892
1952
$4.56M ﹤0.01%
310,261
-247,278
1953
$4.56M ﹤0.01%
223,913
-1,277,504
1954
$4.54M ﹤0.01%
322,494
+104,622
1955
$4.51M ﹤0.01%
286,945
-862
1956
$4.51M ﹤0.01%
45,582
-6,016
1957
$4.49M ﹤0.01%
77,847
-293,463
1958
$4.48M ﹤0.01%
223,937
-12,116
1959
$4.46M ﹤0.01%
294,870
-37,458
1960
$4.46M ﹤0.01%
100,188
+21,674
1961
$4.43M ﹤0.01%
187,363
-5,012
1962
$4.42M ﹤0.01%
153,676
-42,305
1963
$4.42M ﹤0.01%
169,259
-38,162
1964
$4.42M ﹤0.01%
74,303
+6,125
1965
$4.41M ﹤0.01%
336,723
-587,800
1966
$4.41M ﹤0.01%
507,567
-208,001
1967
$4.4M ﹤0.01%
751,724
-2,983,781
1968
$4.39M ﹤0.01%
109,504
+6,360
1969
$4.38M ﹤0.01%
111,976
-19,726
1970
$4.37M ﹤0.01%
101,538
+55,171
1971
$4.37M ﹤0.01%
808,671
-669,098
1972
$4.36M ﹤0.01%
352,854
+8,560
1973
$4.36M ﹤0.01%
96,568
+14,247
1974
$4.34M ﹤0.01%
177,903
-6,867
1975
$4.33M ﹤0.01%
489,452
-7,440