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
1976
$4.91M ﹤0.01%
223,910
-22,233
1977
$4.91M ﹤0.01%
173,471
-55,188
1978
$4.91M ﹤0.01%
80,125
-27,447
1979
$4.9M ﹤0.01%
78,152
-12,942
1980
$4.89M ﹤0.01%
214,355
-16,823
1981
$4.88M ﹤0.01%
202,344
-1,442,265
1982
$4.88M ﹤0.01%
286,094
+153,131
1983
$4.88M ﹤0.01%
560,472
-28,094
1984
$4.87M ﹤0.01%
73,361
-6,241
1985
$4.87M ﹤0.01%
3,745,192
-56,225
1986
$4.85M ﹤0.01%
145,472
-39,832
1987
$4.85M ﹤0.01%
201,724
-238,144
1988
$4.85M ﹤0.01%
339,537
+328,599
1989
$4.84M ﹤0.01%
88,486
+20,209
1990
$4.82M ﹤0.01%
330,300
+227,555
1991
$4.82M ﹤0.01%
61,571
-101,041
1992
$4.81M ﹤0.01%
247,972
-14,085
1993
$4.81M ﹤0.01%
166,464
+161,759
1994
$4.8M ﹤0.01%
33,705
-7,869
1995
$4.8M ﹤0.01%
144,971
-33,378
1996
$4.79M ﹤0.01%
243,082
+34,985
1997
$4.79M ﹤0.01%
95,837
-54,567
1998
$4.78M ﹤0.01%
161,525
+98,025
1999
$4.77M ﹤0.01%
70,336
+31,137
2000
$4.76M ﹤0.01%
59,451
-54,503