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
2676
$810K ﹤0.01%
13,948
+9,791
2677
$810K ﹤0.01%
21,890
+4,484
2678
$810K ﹤0.01%
23,870
-41,709
2679
$806K ﹤0.01%
43,248
2680
$804K ﹤0.01%
30,895
-5,429
2681
$800K ﹤0.01%
32,623
-39,147
2682
$793K ﹤0.01%
41,723
-29,573
2683
$792K ﹤0.01%
+30,159
2684
$785K ﹤0.01%
39,427
+3,633
2685
$781K ﹤0.01%
+43,870
2686
$777K ﹤0.01%
21,526
-11,628
2687
$774K ﹤0.01%
1,148
-156
2688
$773K ﹤0.01%
41,137
+8,571
2689
$773K ﹤0.01%
39,255
+1,102
2690
$772K ﹤0.01%
83,630
-5,494
2691
$767K ﹤0.01%
5,111,081
2692
$767K ﹤0.01%
+31,006
2693
$767K ﹤0.01%
110,975
+14,489
2694
$765K ﹤0.01%
6,800
2695
$764K ﹤0.01%
34,091
+21,436
2696
$761K ﹤0.01%
18,653
-22,216
2697
$760K ﹤0.01%
33,749
+2,561
2698
$760K ﹤0.01%
6,657
-2,280
2699
$759K ﹤0.01%
56,942
-890,013
2700
$759K ﹤0.01%
33,812
-1,202