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
1126
$25.7M 0.01%
728,105
+141,936
1127
$25.7M 0.01%
473,500
-39,075
1128
$25.5M 0.01%
1,095,492
-46,676
1129
$25.5M 0.01%
656,834
+647,555
1130
$25.4M 0.01%
3,148,534
+2,213,497
1131
$25.4M 0.01%
256,209
+13,712
1132
$25.3M 0.01%
1,693,300
-785,720
1133
$25.2M 0.01%
1,988,139
+350,733
1134
$25.2M 0.01%
513,524
-501,727
1135
$25.2M 0.01%
277,994
-563,546
1136
$25.2M 0.01%
258,045
+21,611
1137
$25M 0.01%
983,628
+159,391
1138
$25M 0.01%
900,802
+654,375
1139
$25M 0.01%
834,337
-49,875
1140
$24.9M 0.01%
1,711,339
-348,546
1141
$24.8M 0.01%
386,125
+107,506
1142
$24.8M 0.01%
1,085,938
+73,959
1143
$24.8M 0.01%
721,985
+164,762
1144
$24.7M 0.01%
2,872,960
-405,348
1145
$24.7M 0.01%
2,623,585
+1,707,664
1146
$24.4M 0.01%
2,563,992
-74,676
1147
$24.2M 0.01%
750,408
+672,771
1148
$24.2M 0.01%
355,247
+218,869
1149
$24.1M 0.01%
723,529
+123,768
1150
$24.1M 0.01%
327,308
-73,106