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
1301
$18.1M 0.01%
1,994,730
-459,744
1302
$18.1M 0.01%
824,087
-14,050
1303
$18M 0.01%
430,262
+31,347
1304
$18M 0.01%
505,250
+314,226
1305
$18M 0.01%
1,078,394
+145,061
1306
$18M 0.01%
180,763
-169,797
1307
$17.9M ﹤0.01%
660,647
+49,582
1308
$17.9M ﹤0.01%
668,439
-645,880
1309
$17.8M ﹤0.01%
935,801
-379,038
1310
$17.7M ﹤0.01%
429,922
+226,160
1311
$17.7M ﹤0.01%
466,767
-81,025
1312
$17.7M ﹤0.01%
1,574,525
+139,994
1313
$17.6M ﹤0.01%
1,318,321
+254,536
1314
$17.6M ﹤0.01%
45,088
-922
1315
$17.6M ﹤0.01%
263,749
+6,602
1316
$17.5M ﹤0.01%
525,277
+4,669
1317
$17.5M ﹤0.01%
262,296
+33,147
1318
$17.5M ﹤0.01%
505,954
-260,126
1319
$17.4M ﹤0.01%
333,186
+76,321
1320
$17.4M ﹤0.01%
1,294,594
+36,565
1321
$17.4M ﹤0.01%
1,010,447
-349,310
1322
$17.3M ﹤0.01%
642,185
+14,243
1323
$17.3M ﹤0.01%
1,242,234
+655,222
1324
$17.3M ﹤0.01%
618,358
+584,664
1325
$17.3M ﹤0.01%
917,282
-350,772