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
701
$59.9M 0.02%
832,718
+212,402
702
$59.9M 0.02%
1,622,602
-1,111,046
703
$59.8M 0.02%
1,906,837
-94,260
704
$59.6M 0.02%
1,838,730
+187,672
705
$59.5M 0.02%
2,523,141
+212,472
706
$59.2M 0.02%
2,099,286
+687,933
707
$59.2M 0.02%
3,176,908
-389,601
708
$59.2M 0.02%
1,203,403
+212,934
709
$59M 0.02%
1,955,022
-234,239
710
$59M 0.02%
642,344
-58,358
711
$58.5M 0.02%
1,060,607
+480,284
712
$58.5M 0.02%
1,244,708
+763,082
713
$58.1M 0.02%
981,089
-75,018
714
$57.9M 0.02%
5,784,747
+2,741,700
715
$57.7M 0.02%
353,756
-330,532
716
$57.7M 0.02%
370,939
-10,539
717
$57.6M 0.02%
1,307,137
-147,026
718
$57.2M 0.02%
1,019,182
-654,526
719
$57M 0.02%
729,153
+40,787
720
$56.7M 0.02%
2,191,991
+136,551
721
$56.6M 0.02%
1,507,250
+180,876
722
$56.5M 0.02%
1,240,758
+125,566
723
$56.3M 0.02%
1,863,230
+1,489,052
724
$56.2M 0.02%
1,007,276
+311,528
725
$56.1M 0.02%
1,755,740
+261,986