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
2651
$851K ﹤0.01%
34,460
+23,020
2652
$848K ﹤0.01%
4,000
-300
2653
$847K ﹤0.01%
12,905
-26,953
2654
$842K ﹤0.01%
66,416
-27,692
2655
$841K ﹤0.01%
60,547
+22,647
2656
$841K ﹤0.01%
+13,350
2657
$836K ﹤0.01%
12,214
-26,650
2658
$835K ﹤0.01%
15,522
-21,324
2659
$832K ﹤0.01%
11,348
-27,193
2660
$826K ﹤0.01%
31,135
-25,870
2661
$825K ﹤0.01%
32,108
2662
$824K ﹤0.01%
22,621
-7,777
2663
$822K ﹤0.01%
23,159
-24,651
2664
$822K ﹤0.01%
122,489
+39,906
2665
$820K ﹤0.01%
26,405
-3,561
2666
$820K ﹤0.01%
17,286
-7,704
2667
$820K ﹤0.01%
45,868
-5,738
2668
$820K ﹤0.01%
55,683
+26,034
2669
$820K ﹤0.01%
61,234
+3,908
2670
$819K ﹤0.01%
26,485
-45,445
2671
$818K ﹤0.01%
+20,944
2672
$818K ﹤0.01%
47,300
-714
2673
$813K ﹤0.01%
54,735
-900
2674
$813K ﹤0.01%
20,614
+133
2675
$812K ﹤0.01%
38,441
-104,356