JPMorgan Chase & Co

JPMorgan Chase & Co Portfolio holdings

AUM $1.45T
1-Year Est. Return 22.34%
 

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
+22.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$404B
AUM Growth
-$11.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,715
New
Increased
Reduced
Closed

Top Buys

1 +$2.02B
2 +$1.71B
3 +$830M
4
T icon
AT&T
T
+$809M
5
LLY icon
Eli Lilly
LLY
+$646M

Top Sells

1 +$1.03B
2 +$818M
3 +$800M
4
SLB icon
SLB Limited
SLB
+$573M
5
WFC icon
Wells Fargo
WFC
+$554M

Sector Composition

1 Financials 15.05%
2 Healthcare 12.61%
3 Technology 11.45%
4 Consumer Discretionary 8.72%
5 Industrials 8.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1976
$4.89M ﹤0.01%
29,409
+24,510
1977
$4.88M ﹤0.01%
81,336
+48,114
1978
$4.86M ﹤0.01%
265,663
-58,562
1979
$4.86M ﹤0.01%
84,348
+30,651
1980
$4.85M ﹤0.01%
219,158
-201,652
1981
$4.85M ﹤0.01%
417,555
+7,643
1982
$4.84M ﹤0.01%
153,500
+23,918
1983
$4.82M ﹤0.01%
447,000
1984
$4.82M ﹤0.01%
113,636
+66,645
1985
$4.82M ﹤0.01%
362,997
-1,047,297
1986
$4.81M ﹤0.01%
88,924
+73,250
1987
$4.81M ﹤0.01%
182,058
-2,493
1988
$4.8M ﹤0.01%
137,496
-11,058
1989
$4.8M ﹤0.01%
58,483
-52,785
1990
$4.8M ﹤0.01%
772,679
+11,992
1991
$4.79M ﹤0.01%
579,157
+28,016
1992
$4.76M ﹤0.01%
86,447
-71,348
1993
$4.75M ﹤0.01%
254,572
+8,468
1994
$4.73M ﹤0.01%
110,659
-6,300
1995
$4.73M ﹤0.01%
2,082,298
-11,633
1996
$4.71M ﹤0.01%
133,556
+6,316
1997
$4.71M ﹤0.01%
825,503
-206,423
1998
$4.71M ﹤0.01%
76,507
-2,033
1999
$4.7M ﹤0.01%
142,065
-37,677
2000
$4.66M ﹤0.01%
550,695
+248,836