JP Morgan Chase & Co

JP Morgan Chase & Co 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
$356B
AUM Growth
+$15.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,872
New
Increased
Reduced
Closed

Top Buys

1 +$2.11B
2 +$1.5B
3 +$1.19B
4
ACN icon
Accenture
ACN
+$601M
5
D icon
Dominion Energy
D
+$535M

Top Sells

1 +$730M
2 +$681M
3 +$490M
4
EBAY icon
eBay
EBAY
+$454M
5
PEP icon
PepsiCo
PEP
+$417M

Sector Composition

1 Financials 13.25%
2 Healthcare 11.02%
3 Technology 10.59%
4 Industrials 9.14%
5 Consumer Discretionary 9.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2501
$1.26M ﹤0.01%
16,918
-1,172
2502
$1.26M ﹤0.01%
36,709
-42,515
2503
$1.25M ﹤0.01%
69,160
-1,143
2504
$1.25M ﹤0.01%
11,779
+908
2505
$1.25M ﹤0.01%
20,888
-126,628
2506
$1.24M ﹤0.01%
146,240
-42,320
2507
$1.24M ﹤0.01%
64,580
+34,288
2508
$1.24M ﹤0.01%
85,552
2509
$1.23M ﹤0.01%
96,391
-179,884
2510
$1.23M ﹤0.01%
52,722
-366,128
2511
$1.22M ﹤0.01%
17,881
-264
2512
$1.22M ﹤0.01%
31,449
-142,707
2513
$1.22M ﹤0.01%
22,462
+2,918
2514
$1.22M ﹤0.01%
32,623
+7,690
2515
$1.21M ﹤0.01%
26,697
-7,620
2516
$1.21M ﹤0.01%
68,223
-79,643
2517
$1.2M ﹤0.01%
90,999
+9,093
2518
$1.2M ﹤0.01%
58,858
+17,988
2519
$1.2M ﹤0.01%
195,823
+26,878
2520
$1.2M ﹤0.01%
+56,525
2521
$1.2M ﹤0.01%
21,150
-2,730
2522
$1.19M ﹤0.01%
63,200
-1,823
2523
$1.19M ﹤0.01%
272,663
-413,310
2524
$1.18M ﹤0.01%
8,548
-968
2525
$1.18M ﹤0.01%
20,664
-12,642