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
$705B
AUM Growth
+$59B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,371
New
Increased
Reduced
Closed

Top Buys

1 +$2.57B
2 +$1.18B
3 +$832M
4
PEG icon
Public Service Enterprise Group
PEG
+$765M
5
UNP icon
Union Pacific
UNP
+$728M

Top Sells

1 +$1.43B
2 +$1.02B
3 +$1.01B
4
BBEU icon
JPMorgan BetaBuilders Europe ETF
BBEU
+$917M
5
EXC icon
Exelon
EXC
+$776M

Sector Composition

1 Technology 15.36%
2 Healthcare 13.81%
3 Financials 11.38%
4 Consumer Discretionary 8.3%
5 Industrials 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1976
$7.97M ﹤0.01%
440,198
-12,162
1977
$7.96M ﹤0.01%
258,354
+10,442
1978
$7.96M ﹤0.01%
639,609
-106,707
1979
$7.95M ﹤0.01%
206,297
-14,635
1980
$7.95M ﹤0.01%
451,502
-18,124
1981
$7.95M ﹤0.01%
75,750
-77,069
1982
$7.94M ﹤0.01%
258,945
+9,709
1983
$7.89M ﹤0.01%
121,447
-105,706
1984
$7.89M ﹤0.01%
108,239
-7,845
1985
$7.89M ﹤0.01%
420,032
-1,345,360
1986
$7.86M ﹤0.01%
364,488
+51,043
1987
$7.83M ﹤0.01%
499,822
+2,046
1988
$7.81M ﹤0.01%
464,083
-167,409
1989
$7.79M ﹤0.01%
389,999
+131,475
1990
$7.77M ﹤0.01%
1,533,127
-30,136
1991
$7.76M ﹤0.01%
338,276
+107,165
1992
$7.75M ﹤0.01%
325,077
-23,823
1993
$7.73M ﹤0.01%
641,735
+639,598
1994
$7.7M ﹤0.01%
96,572
-1,288
1995
$7.68M ﹤0.01%
+244,766
1996
$7.68M ﹤0.01%
1,207,820
+471,519
1997
$7.66M ﹤0.01%
94,471
+7,487
1998
$7.65M ﹤0.01%
409,192
-14,756
1999
$7.64M ﹤0.01%
398,429
+47,132
2000
$7.63M ﹤0.01%
233,429
+51,145