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
2726
$720K ﹤0.01%
20,205
-63,091
2727
$716K ﹤0.01%
7,633
+1,760
2728
$713K ﹤0.01%
14,934
+92
2729
$712K ﹤0.01%
19,629
-24,703
2730
$711K ﹤0.01%
36,814
-2,393
2731
$710K ﹤0.01%
35,943
+22,437
2732
$710K ﹤0.01%
14,500
-212
2733
$708K ﹤0.01%
14,250
+832
2734
$708K ﹤0.01%
38,379
-93,213
2735
$705K ﹤0.01%
19,256
-7,860
2736
$704K ﹤0.01%
+92,738
2737
$703K ﹤0.01%
35,520
-1,101
2738
$702K ﹤0.01%
13,357
-690
2739
$702K ﹤0.01%
11,500
2740
$701K ﹤0.01%
19,342
+3,043
2741
$698K ﹤0.01%
26,716
-44,386
2742
$687K ﹤0.01%
14,975
-532
2743
$687K ﹤0.01%
46,066
+33,668
2744
$685K ﹤0.01%
10,087
-15,823
2745
$683K ﹤0.01%
9,652
+1,337
2746
$682K ﹤0.01%
+95,963
2747
$682K ﹤0.01%
24,056
-9,450
2748
$680K ﹤0.01%
10,275
-22,371
2749
$680K ﹤0.01%
14,096
-22,070
2750
$679K ﹤0.01%
4,121
-11,487