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
401
$177M 0.05%
4,292,908
-7,184
402
$176M 0.05%
5,835,420
+902,540
403
$175M 0.05%
1,395,188
+722,378
404
$174M 0.05%
3,516,988
-4,971,591
405
$174M 0.05%
9,763,981
+259,251
406
$173M 0.05%
2,305,212
-34,325
407
$173M 0.05%
3,292,640
-1,341,806
408
$168M 0.05%
5,114,991
+3,988,428
409
$167M 0.05%
3,517,553
-266,320
410
$167M 0.05%
2,577,837
-77,223
411
$166M 0.05%
969,916
+274,579
412
$165M 0.05%
4,682,536
-8,493,498
413
$164M 0.05%
1,980,696
-1,177,285
414
$163M 0.04%
12,030,884
+6,392,490
415
$162M 0.04%
2,310,445
+200,482
416
$159M 0.04%
1,507,778
+33,768
417
$159M 0.04%
2,080,649
+197,729
418
$158M 0.04%
13,974,417
-2,016,345
419
$157M 0.04%
2,625,104
+379,095
420
$157M 0.04%
2,285,368
-20,815
421
$156M 0.04%
7,336,711
+2,233,196
422
$156M 0.04%
29,150,270
+6,340,060
423
$156M 0.04%
2,400,762
+1,644,224
424
$154M 0.04%
3,183,921
-884,352
425
$154M 0.04%
3,407,742
+2,124,783