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
1151
$24.1M 0.01%
805,180
-19,701
1152
$24M 0.01%
2,494,064
+1,644,803
1153
$24M 0.01%
609,802
-1,591,479
1154
$24M 0.01%
1,204,827
-1,324,803
1155
$23.8M 0.01%
368,380
+30,805
1156
$23.8M 0.01%
395,660
+53,462
1157
$23.8M 0.01%
2,580,999
+23,450
1158
$23.7M 0.01%
981,298
-74,165
1159
$23.5M 0.01%
281,711
-8,682
1160
$23.5M 0.01%
553,098
+91,899
1161
$23.4M 0.01%
204,259
+41,360
1162
$23.4M 0.01%
107,459
+5,738
1163
$23.3M 0.01%
351,478
+19,997
1164
$23.3M 0.01%
189,245
-257,100
1165
$23.3M 0.01%
975,387
+235,625
1166
$23.3M 0.01%
420,739
+12,193
1167
$23.3M 0.01%
991,584
-170,495
1168
$23.2M 0.01%
250,010
1169
$22.9M 0.01%
3,447,280
+404,603
1170
$22.9M 0.01%
559,288
+57,690
1171
$22.9M 0.01%
326,759
+60,554
1172
$22.8M 0.01%
782,149
-47,699
1173
$22.7M 0.01%
619,458
+201,723
1174
$22.7M 0.01%
1,593,196
+58,747
1175
$22.7M 0.01%
946,696
-763,700