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
$979B
AUM Growth
+$122B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,985
New
Increased
Reduced
Closed

Top Buys

1 +$3.65B
2 +$2.99B
3 +$2.1B
4
AVGO icon
Broadcom
AVGO
+$1.57B
5
NOW icon
ServiceNow
NOW
+$1.33B

Top Sells

1 +$3.4B
2 +$2.57B
3 +$2.55B
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.15B
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.56B

Sector Composition

1 Technology 21.83%
2 Healthcare 10.29%
3 Financials 9.88%
4 Consumer Discretionary 9.44%
5 Industrials 7.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1976
$10.9M ﹤0.01%
352,338
-323,724
1977
$10.9M ﹤0.01%
45,551
-736
1978
$10.9M ﹤0.01%
200,000
1979
$10.9M ﹤0.01%
504,382
+349,714
1980
$10.9M ﹤0.01%
1,162,476
+35,129
1981
$10.8M ﹤0.01%
140,130
-100,004
1982
$10.8M ﹤0.01%
292,425
+33,936
1983
$10.8M ﹤0.01%
1,144,587
+183,263
1984
$10.7M ﹤0.01%
185,770
-35,053
1985
$10.7M ﹤0.01%
506,752
+12,121
1986
$10.7M ﹤0.01%
1,253,690
-1,373,767
1987
$10.7M ﹤0.01%
460,667
-272,549
1988
$10.6M ﹤0.01%
1,051,007
-9,284
1989
$10.6M ﹤0.01%
501,167
-3,417
1990
$10.6M ﹤0.01%
138,440
-26,835
1991
$10.6M ﹤0.01%
356,819
+99,572
1992
$10.6M ﹤0.01%
59,881
-529
1993
$10.6M ﹤0.01%
30,709
+5,992
1994
$10.6M ﹤0.01%
405,291
+15,040
1995
$10.6M ﹤0.01%
966,114
+202,844
1996
$10.6M ﹤0.01%
109,430
-16,460
1997
$10.6M ﹤0.01%
1,239,902
-192,299
1998
$10.6M ﹤0.01%
567,592
+10,424
1999
$10.5M ﹤0.01%
470,190
-14,332
2000
$10.5M ﹤0.01%
35,698
+20,675