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
$341B
AUM Growth
+$15.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,083
New
Increased
Reduced
Closed

Top Buys

1 +$3.16B
2 +$907M
3 +$823M
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$783M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$500M

Top Sells

1 +$949M
2 +$922M
3 +$765M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$751M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$699M

Sector Composition

1 Financials 13.48%
2 Healthcare 10.47%
3 Technology 10.42%
4 Consumer Discretionary 9.9%
5 Industrials 9.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2176
$2.9M ﹤0.01%
161,124
-24,037
2177
$2.89M ﹤0.01%
287,028
-5,770
2178
$2.89M ﹤0.01%
148,199
+136,258
2179
$2.88M ﹤0.01%
84,198
-10,540
2180
$2.88M ﹤0.01%
520,475
+13,000
2181
$2.85M ﹤0.01%
177,363
-5,870
2182
$2.85M ﹤0.01%
69,201
+3,116
2183
$2.84M ﹤0.01%
173,198
+8,149
2184
$2.83M ﹤0.01%
315
-12
2185
$2.83M ﹤0.01%
113,805
+1,644
2186
$2.83M ﹤0.01%
34,225
+1,875
2187
$2.83M ﹤0.01%
272,171
+94,441
2188
$2.83M ﹤0.01%
270,658
+115,946
2189
$2.83M ﹤0.01%
35,326
-126
2190
$2.82M ﹤0.01%
113,130
-6,944
2191
$2.82M ﹤0.01%
448,213
+396,521
2192
$2.81M ﹤0.01%
44,786
+3,030
2193
$2.81M ﹤0.01%
169,558
-10,398
2194
$2.8M ﹤0.01%
188,589
+1,375
2195
$2.8M ﹤0.01%
162,706
-69,252
2196
$2.8M ﹤0.01%
96,113
+2,797
2197
$2.8M ﹤0.01%
221,695
-57,211
2198
$2.79M ﹤0.01%
153,588
-9,178
2199
$2.79M ﹤0.01%
249,222
+229,325
2200
$2.78M ﹤0.01%
34,880
+3,427