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
3176
$130K ﹤0.01%
13,756
-115,868
3177
$130K ﹤0.01%
+23,670
3178
$129K ﹤0.01%
10,833
-5,025
3179
$125K ﹤0.01%
6,166
3180
$123K ﹤0.01%
+11,697
3181
$123K ﹤0.01%
16,360
-2,351
3182
$119K ﹤0.01%
12,358
-5,519
3183
$115K ﹤0.01%
4,023
-2,519
3184
$112K ﹤0.01%
+11,554
3185
$112K ﹤0.01%
+1,382
3186
$112K ﹤0.01%
+255
3187
$109K ﹤0.01%
+24,000
3188
$109K ﹤0.01%
19,388
-35,506
3189
$106K ﹤0.01%
36,445
3190
$106K ﹤0.01%
+5,918
3191
$103K ﹤0.01%
60,869
-61,232
3192
$99K ﹤0.01%
17,204
-58,606
3193
$99K ﹤0.01%
8,734
3194
$97K ﹤0.01%
12,015
-2,443
3195
$96K ﹤0.01%
+1,544
3196
$95K ﹤0.01%
+12,480
3197
$95K ﹤0.01%
+90
3198
$94K ﹤0.01%
30,670
-26,937
3199
$92K ﹤0.01%
18,879
-44,989
3200
$89K ﹤0.01%
13,316
-69,105