JP Morgan Chase

JP Morgan Chase 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
1126
$23.5M 0.01%
1,347,231
-146,481
1127
$23.3M 0.01%
331,897
-66,925
1128
$23.3M 0.01%
+76,018
1129
$23.2M 0.01%
682,094
+88,348
1130
$23.1M 0.01%
952,611
+34,754
1131
$23M 0.01%
6,003,025
+420,350
1132
$22.9M 0.01%
1,533,963
+1,036,612
1133
$22.9M 0.01%
1,785,138
-84,820
1134
$22.9M 0.01%
384,901
-6,222,711
1135
$22.9M 0.01%
441,113
-118,087
1136
$22.8M 0.01%
720,414
-621,074
1137
$22.7M 0.01%
684,443
+19,468
1138
$22.6M 0.01%
242,804
+23,581
1139
$22.5M 0.01%
557,932
+13,582
1140
$22.5M 0.01%
2,144,268
+214,431
1141
$22.5M 0.01%
463,394
+21,195
1142
$22.5M 0.01%
101,721
-26,819
1143
$22.4M 0.01%
411,960
+54,084
1144
$22.4M 0.01%
250,010
1145
$22.4M 0.01%
1,314,839
-253,479
1146
$22.4M 0.01%
699,350
+655,459
1147
$22.2M 0.01%
1,500,091
+13,631
1148
$22.2M 0.01%
673,683
+43,163
1149
$22.1M 0.01%
1,064,643
-244,293
1150
$22.1M 0.01%
1,029,158
-82,429