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
$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
1
$14.1B 4%
76,273,423
-3,786,248
2
$6.96B 1.98%
249,451,795
-26,899,690
3
$5.27B 1.5%
52,071,772
+2,595,307
4
$5.22B 1.48%
56,992,870
-587,357
5
$4.29B 1.22%
64,001,259
+12,271,496
6
$4.29B 1.22%
94,437,581
+1,944,340
7
$4.26B 1.21%
212,428,496
-47,383,896
8
$3.52B 1%
94,142,689
-9,931,557
9
$3.16B 0.9%
+49,681,658
10
$3.09B 0.88%
115,524,385
+4,569,075
11
$3.01B 0.85%
36,499,864
+260,876
12
$3B 0.85%
44,947,840
-1,442,340
13
$2.77B 0.79%
38,657,519
-1,126,859
14
$2.69B 0.76%
23,317,168
-5,698,105
15
$2.52B 0.72%
161,902,223
-27,917,720
16
$2.48B 0.7%
32,959,310
+4,045,348
17
$2.41B 0.68%
120,817,700
+2,384,320
18
$2.4B 0.68%
19,176,521
-6,124,610
19
$2.38B 0.67%
29,176,635
-2,309,508
20
$2.35B 0.67%
45,142,627
-5,768,370
21
$2.31B 0.66%
89,002,190
-7,363,820
22
$2.22B 0.63%
41,691,424
-2,287,203
23
$2.17B 0.61%
24,046,317
+1,741,827
24
$2.11B 0.6%
24,276,706
-1,419,739
25
$2.08B 0.59%
24,585,282
+3,090,224