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
-$82.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,210
New
Increased
Reduced
Closed

Top Buys

1 +$1.48B
2 +$1.45B
3 +$1.18B
4
LIN icon
Linde
LIN
+$751M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$719M

Top Sells

1 +$6.32B
2 +$1.29B
3 +$862M
4
AAPL icon
Apple
AAPL
+$795M
5
DIS icon
Walt Disney
DIS
+$750M

Sector Composition

1 Financials 13.46%
2 Technology 12.55%
3 Healthcare 11.88%
4 Consumer Discretionary 8.9%
5 Industrials 7.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1976
$5.15M ﹤0.01%
229,404
+14,849
1977
$5.15M ﹤0.01%
1,519,103
+1,221,776
1978
$5.12M ﹤0.01%
75,350
+56,121
1979
$5.12M ﹤0.01%
820,996
+61,895
1980
$5.09M ﹤0.01%
216,189
-167,454
1981
$5.09M ﹤0.01%
317,425
+71,925
1982
$5.09M ﹤0.01%
130,573
-6,437
1983
$5.08M ﹤0.01%
+100,000
1984
$5.07M ﹤0.01%
476,575
-9,649
1985
$5.06M ﹤0.01%
116,636
-121,809
1986
$5.05M ﹤0.01%
293,138
-230,468
1987
$5.04M ﹤0.01%
134,840
-771
1988
$5.03M ﹤0.01%
284,728
+135,959
1989
$5.03M ﹤0.01%
4,023,938
+1,227,861
1990
$5.02M ﹤0.01%
+277,042
1991
$5.01M ﹤0.01%
89,726
+6,689
1992
$5.01M ﹤0.01%
147,776
-18,294
1993
$5.01M ﹤0.01%
200,707
+101,828
1994
$5M ﹤0.01%
768,543
-174,864
1995
$5M ﹤0.01%
420,619
-41,808
1996
$4.99M ﹤0.01%
118,712
-41,234
1997
$4.98M ﹤0.01%
287,066
-1,409,317
1998
$4.97M ﹤0.01%
3,871
-102
1999
$4.97M ﹤0.01%
105,050
-14,681
2000
$4.97M ﹤0.01%
101,994
+23,767