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
2526
$1.17M ﹤0.01%
33,125
+1,530
2527
$1.17M ﹤0.01%
45,291
-916
2528
$1.16M ﹤0.01%
+27,607
2529
$1.16M ﹤0.01%
116,060
-40,496
2530
$1.16M ﹤0.01%
10,818
2531
$1.16M ﹤0.01%
+74,725
2532
$1.15M ﹤0.01%
25,905
+2,890
2533
$1.15M ﹤0.01%
+44,406
2534
$1.15M ﹤0.01%
23,755
+14,648
2535
$1.15M ﹤0.01%
61,195
-55,957
2536
$1.15M ﹤0.01%
162,033
+149,298
2537
$1.14M ﹤0.01%
17,480
+196
2538
$1.13M ﹤0.01%
114,480
-6,154
2539
$1.13M ﹤0.01%
84,220
-9,396
2540
$1.13M ﹤0.01%
28,886
+16,106
2541
$1.13M ﹤0.01%
44,400
-6,236
2542
$1.13M ﹤0.01%
+90,700
2543
$1.13M ﹤0.01%
35,276
+8,012
2544
$1.13M ﹤0.01%
87,114
-22,046
2545
$1.12M ﹤0.01%
132,875
+18,976
2546
$1.1M ﹤0.01%
86,558
+20,829
2547
$1.1M ﹤0.01%
34,182
-28,733
2548
$1.1M ﹤0.01%
31,374
-27,368
2549
$1.09M ﹤0.01%
29,897
-19,664
2550
$1.09M ﹤0.01%
54,315
-66,680