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
1376
$15.9M ﹤0.01%
454,618
+10,394
1377
$15.8M ﹤0.01%
263,530
+44,987
1378
$15.8M ﹤0.01%
3,751,699
+730,650
1379
$15.8M ﹤0.01%
637,840
-382,014
1380
$15.7M ﹤0.01%
51,890
-10,037
1381
$15.7M ﹤0.01%
180,159
-30,439
1382
$15.6M ﹤0.01%
938,835
+622,665
1383
$15.6M ﹤0.01%
452,504
+69,482
1384
$15.6M ﹤0.01%
361,904
-391,303
1385
$15.5M ﹤0.01%
1,096,704
+45,072
1386
$15.5M ﹤0.01%
7,436,591
+28,868
1387
$15.5M ﹤0.01%
613,453
+44,740
1388
$15.4M ﹤0.01%
2,249,242
+906,562
1389
$15.4M ﹤0.01%
356,549
+341,761
1390
$15.4M ﹤0.01%
354,818
+11,202
1391
$15.3M ﹤0.01%
199,285
+26,100
1392
$15.3M ﹤0.01%
855,104
+388,643
1393
$15.3M ﹤0.01%
501,971
-78,745
1394
$15.3M ﹤0.01%
753,346
-28,772
1395
$15.3M ﹤0.01%
1,275,825
+214,924
1396
$15.3M ﹤0.01%
227,126
+225,387
1397
$15.3M ﹤0.01%
446,481
-237,962
1398
$15.2M ﹤0.01%
545,628
-86,459
1399
$15.2M ﹤0.01%
450,397
+390,302
1400
$15.2M ﹤0.01%
208,074
+11,065