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
$1.16T
AUM Growth
+$35.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,729
New
Increased
Reduced
Closed

Top Buys

1 +$5.25B
2 +$2.24B
3 +$2.17B
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$1.64B
5
AVGO icon
Broadcom
AVGO
+$1.54B

Top Sells

1 +$2.4B
2 +$2.19B
3 +$1.63B
4
ADBE icon
Adobe
ADBE
+$1.62B
5
CRM icon
Salesforce
CRM
+$1.48B

Sector Composition

1 Technology 25.26%
2 Healthcare 9.71%
3 Consumer Discretionary 9.24%
4 Financials 9.04%
5 Industrials 7.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1976
$11.3M ﹤0.01%
205,452
-269,109
1977
$11.3M ﹤0.01%
1,057,373
-118,079
1978
$11.2M ﹤0.01%
207,917
-22,732
1979
$11.2M ﹤0.01%
396,152
+261,863
1980
$11.2M ﹤0.01%
160,535
-12,312
1981
$11.2M ﹤0.01%
159,351
-97,391
1982
$11.2M ﹤0.01%
1,255,298
+792,051
1983
$11.1M ﹤0.01%
438,594
+20,868
1984
$11.1M ﹤0.01%
1,300,175
-10,577
1985
$11.1M ﹤0.01%
185,016
-125,944
1986
$11.1M ﹤0.01%
595,775
-6,073
1987
$11.1M ﹤0.01%
367,492
+116,704
1988
$11.1M ﹤0.01%
344,235
+200,840
1989
$11.1M ﹤0.01%
214,842
+8,811
1990
$11.1M ﹤0.01%
1,080,556
+69,642
1991
$11M ﹤0.01%
439,320
+433,923
1992
$11M ﹤0.01%
1,934,455
-411,254
1993
$11M ﹤0.01%
204,331
-57,167
1994
$11M ﹤0.01%
180,368
-102,496
1995
$11M ﹤0.01%
382,163
+306,979
1996
$11M ﹤0.01%
570,214
+362,849
1997
$11M ﹤0.01%
463,704
+159,402
1998
$11M ﹤0.01%
200,000
1999
$11M ﹤0.01%
506,828
+422,484
2000
$10.9M ﹤0.01%
77,026
-1,210