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
3101
$222K ﹤0.01%
14,578
-43,341
3102
$222K ﹤0.01%
6,107
3103
$222K ﹤0.01%
+5,608
3104
$221K ﹤0.01%
+4,494
3105
$221K ﹤0.01%
10,086
-54,269
3106
$221K ﹤0.01%
7,000
-40,300
3107
$221K ﹤0.01%
30,541
3108
$220K ﹤0.01%
39,219
+5,548
3109
$218K ﹤0.01%
+2,980
3110
$217K ﹤0.01%
23,000
3111
$217K ﹤0.01%
9,099
-11,388
3112
$216K ﹤0.01%
36,142
-53,694
3113
$215K ﹤0.01%
+3,934
3114
$214K ﹤0.01%
26,046
-198,759
3115
$212K ﹤0.01%
2,722
-19,665
3116
$212K ﹤0.01%
17,386
+1,333
3117
$211K ﹤0.01%
9,736
-30,322
3118
$211K ﹤0.01%
2,235
-90,832
3119
$208K ﹤0.01%
1,523
-501
3120
$208K ﹤0.01%
13,988
-265,447
3121
$208K ﹤0.01%
+42,224
3122
$207K ﹤0.01%
15,719
-15,635
3123
$207K ﹤0.01%
5,897
-734
3124
$206K ﹤0.01%
5,249
-1,320
3125
$206K ﹤0.01%
+10,700