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
$400B
AUM Growth
+$14.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,755
New
Increased
Reduced
Closed

Top Buys

1 +$963M
2 +$757M
3 +$728M
4
PM icon
Philip Morris
PM
+$691M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$652M

Top Sells

1 +$2.24B
2 +$732M
3 +$673M
4
GILD icon
Gilead Sciences
GILD
+$587M
5
MET icon
MetLife
MET
+$579M

Sector Composition

1 Financials 15.56%
2 Technology 12.02%
3 Healthcare 9.71%
4 Consumer Discretionary 9.06%
5 Industrials 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1951
$5.16M ﹤0.01%
420,904
+116,094
1952
$5.14M ﹤0.01%
366,748
-184,706
1953
$5.14M ﹤0.01%
142,526
-54,760
1954
$5.14M ﹤0.01%
362,284
-50,357
1955
$5.14M ﹤0.01%
1,488,753
+223,502
1956
$5.13M ﹤0.01%
128,483
+4,293
1957
$5.12M ﹤0.01%
325,400
1958
$5.11M ﹤0.01%
105,456
+31,637
1959
$5.08M ﹤0.01%
214,043
+73,609
1960
$5.08M ﹤0.01%
260,525
-264,675
1961
$5.06M ﹤0.01%
83,753
-112
1962
$5.05M ﹤0.01%
49,514
+31,557
1963
$5.03M ﹤0.01%
90,153
-1,427
1964
$5.02M ﹤0.01%
185,976
-3,946
1965
$5.01M ﹤0.01%
71,475
+17,665
1966
$5.01M ﹤0.01%
108,744
-18,724
1967
$4.99M ﹤0.01%
224,675
+223,136
1968
$4.99M ﹤0.01%
94,907
-243,857
1969
$4.98M ﹤0.01%
460,257
+7,246
1970
$4.97M ﹤0.01%
96,507
+1,670
1971
$4.96M ﹤0.01%
91,170
-177,721
1972
$4.95M ﹤0.01%
87,671
+9,057
1973
$4.95M ﹤0.01%
216,258
-30,691
1974
$4.94M ﹤0.01%
277,616
+246,435
1975
$4.92M ﹤0.01%
121,566
-38,573