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
1051
$29.6M 0.01%
708,181
-11,759
1052
$29.5M 0.01%
370,159
+54,904
1053
$29.4M 0.01%
334,585
+35,829
1054
$29.4M 0.01%
+1,019,175
1055
$29.4M 0.01%
477,428
+146,308
1056
$29.4M 0.01%
2,324,822
-1,234,583
1057
$29.4M 0.01%
2,209,350
+1,886,856
1058
$29.3M 0.01%
1,104,789
+1,097,124
1059
$29.2M 0.01%
944,313
+104,957
1060
$28.9M 0.01%
459,677
-90,683
1061
$28.9M 0.01%
1,927,889
+393,926
1062
$28.9M 0.01%
873,670
+311,841
1063
$28.8M 0.01%
905,354
+30,120
1064
$28.7M 0.01%
643,606
+109,048
1065
$28.7M 0.01%
446,248
-5,986
1066
$28.6M 0.01%
248,806
-1,202,662
1067
$28.6M 0.01%
244,936
+39,083
1068
$28.6M 0.01%
954,162
+61,419
1069
$28.5M 0.01%
716,024
+18,934
1070
$28.5M 0.01%
97,465
-4,160
1071
$28.5M 0.01%
2,581,782
+64,889
1072
$28.5M 0.01%
2,073,779
+283,227
1073
$28.5M 0.01%
1,211,284
+348,879
1074
$28.4M 0.01%
520,014
1075
$28.3M 0.01%
832,792
+763,327