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
1251
$19.8M 0.01%
662,248
-361,878
1252
$19.8M 0.01%
314,585
-126,536
1253
$19.8M 0.01%
967,327
+232,555
1254
$19.7M 0.01%
211,221
-31,583
1255
$19.7M 0.01%
50,450
+45,938
1256
$19.7M 0.01%
584,488
+284,070
1257
$19.6M 0.01%
142,539
+66,198
1258
$19.6M 0.01%
88,812
-30,813
1259
$19.6M 0.01%
507,948
+2,291
1260
$19.5M 0.01%
685,823
+13,592
1261
$19.5M 0.01%
613,350
-138,176
1262
$19.5M 0.01%
+2,825,036
1263
$19.5M 0.01%
534,447
+35,711
1264
$19.5M 0.01%
423,730
-266,518
1265
$19.5M 0.01%
931,842
+72,858
1266
$19.5M 0.01%
1,076,378
+1,044,313
1267
$19.5M 0.01%
950,162
-441,944
1268
$19.4M 0.01%
426,345
+77,160
1269
$19.4M 0.01%
293,658
-13,204
1270
$19.4M 0.01%
496,321
+250,205
1271
$19.4M 0.01%
236,780
+23,566
1272
$19.3M 0.01%
348,375
+52,171
1273
$19.3M 0.01%
454,856
+64,241
1274
$19.2M 0.01%
398,828
+28,662
1275
$19.2M 0.01%
623,859
+110,945