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
$412B
AUM Growth
+$12B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,815
New
Increased
Reduced
Closed

Top Buys

1 +$2.05B
2 +$1.32B
3 +$727M
4
TT icon
Trane Technologies
TT
+$704M
5
AABA
Altaba Inc
AABA
+$658M

Top Sells

1 +$2.18B
2 +$715M
3 +$676M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$662M
5
GM icon
General Motors
GM
+$603M

Sector Composition

1 Financials 15.51%
2 Technology 12.21%
3 Healthcare 9.97%
4 Consumer Discretionary 8.99%
5 Industrials 8.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1976
$5.26M ﹤0.01%
132,001
+110,662
1977
$5.23M ﹤0.01%
201,192
-115,076
1978
$5.23M ﹤0.01%
282,316
+51,900
1979
$5.23M ﹤0.01%
599,558
+280,456
1980
$5.17M ﹤0.01%
530,702
+288,009
1981
$5.15M ﹤0.01%
224,989
-38,708
1982
$5.14M ﹤0.01%
155,987
-330,847
1983
$5.13M ﹤0.01%
540,433
+537,049
1984
$5.12M ﹤0.01%
607,837
-143,480
1985
$5.12M ﹤0.01%
97,943
+93,901
1986
$5.12M ﹤0.01%
336,354
-44,590
1987
$5.1M ﹤0.01%
+218,826
1988
$5.09M ﹤0.01%
129,441
+52,275
1989
$5.08M ﹤0.01%
115,471
+13,279
1990
$5.08M ﹤0.01%
153,325
+3,846
1991
$5.07M ﹤0.01%
220,600
+104,864
1992
$5.05M ﹤0.01%
127,444
+69,224
1993
$5.04M ﹤0.01%
+199,974
1994
$5M ﹤0.01%
398,575
-287,050
1995
$5M ﹤0.01%
138,890
+28,436
1996
$4.97M ﹤0.01%
436,914
+89,418
1997
$4.96M ﹤0.01%
+1,099
1998
$4.93M ﹤0.01%
789,143
+201,438
1999
$4.93M ﹤0.01%
96,507
-96,742
2000
$4.92M ﹤0.01%
143,872
+54,324