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
1101
$26.6M 0.01%
930,405
-1,550,143
1102
$26.5M 0.01%
511,687
+27,865
1103
$26.5M 0.01%
+1,192,277
1104
$26.4M 0.01%
2,588,455
+67,288
1105
$26.4M 0.01%
610,533
+193,709
1106
$26.4M 0.01%
+2,591,074
1107
$26.3M 0.01%
608,864
+149,611
1108
$26.3M 0.01%
491,851
-33,954
1109
$26.2M 0.01%
791,122
-22,450
1110
$26.2M 0.01%
4,732,250
+1,127,982
1111
$26.2M 0.01%
2,867,616
-1,130,525
1112
$26.2M 0.01%
864,302
-91,530
1113
$26.1M 0.01%
676,577
-8,639
1114
$26.1M 0.01%
642,107
-100,728
1115
$26.1M 0.01%
163,648
-4,570
1116
$26M 0.01%
389,451
-8,415
1117
$26M 0.01%
623,843
-235,554
1118
$26M 0.01%
+1,966,853
1119
$26M 0.01%
902,233
-315,031
1120
$26M 0.01%
1,344,590
-2,641
1121
$25.9M 0.01%
777,209
+95,115
1122
$25.9M 0.01%
873,436
-268,674
1123
$25.8M 0.01%
491,329
-28,837
1124
$25.7M 0.01%
489,397
-79,835
1125
$25.7M 0.01%
1,035,969
-25,421