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
$857B
AUM Growth
-$16.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,847
New
Increased
Reduced
Closed

Top Buys

1 +$3.57B
2 +$2.84B
3 +$2.47B
4
MA icon
Mastercard
MA
+$1.44B
5
META icon
Meta Platforms (Facebook)
META
+$1.31B

Top Sells

1 +$4.44B
2 +$3.14B
3 +$1.87B
4
BBEU icon
JPMorgan BetaBuilders Europe ETF
BBEU
+$1.84B
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.57B

Sector Composition

1 Technology 20.05%
2 Healthcare 11.18%
3 Financials 9.56%
4 Consumer Discretionary 9.09%
5 Industrials 7.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1976
$8.81M ﹤0.01%
296,855
+48,009
1977
$8.78M ﹤0.01%
300,087
-17,382
1978
$8.76M ﹤0.01%
175,109
+20,195
1979
$8.75M ﹤0.01%
320,238
+36,158
1980
$8.75M ﹤0.01%
287,222
-53,867
1981
$8.74M ﹤0.01%
672,160
+559,051
1982
$8.73M ﹤0.01%
423,893
-94,887
1983
$8.72M ﹤0.01%
84,600
-18,214
1984
$8.72M ﹤0.01%
112,975
-33,384
1985
$8.68M ﹤0.01%
57,802
+4,276
1986
$8.68M ﹤0.01%
182,865
-4,569
1987
$8.65M ﹤0.01%
621,992
-33,979
1988
$8.61M ﹤0.01%
1,244,551
-141,799
1989
$8.59M ﹤0.01%
275,966
-56,723
1990
$8.59M ﹤0.01%
547,663
-233,517
1991
$8.58M ﹤0.01%
182,504
-43,112
1992
$8.57M ﹤0.01%
173,377
-12,044
1993
$8.57M ﹤0.01%
167,247
+46,992
1994
$8.53M ﹤0.01%
137,530
-22,455
1995
$8.5M ﹤0.01%
1,127,347
+9,941
1996
$8.49M ﹤0.01%
142,062
+1,913
1997
$8.48M ﹤0.01%
462,457
-42,659
1998
$8.48M ﹤0.01%
106,817
+1,971
1999
$8.47M ﹤0.01%
51,347
-4,240
2000
$8.47M ﹤0.01%
363,651
-8,769