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
1426
$14.4M ﹤0.01%
1,923,902
+118,279
1427
$14.4M ﹤0.01%
438,602
-60,521
1428
$14.3M ﹤0.01%
134,336
-13,087
1429
$14.3M ﹤0.01%
834,134
-46,359
1430
$14.3M ﹤0.01%
260,975
-210,350
1431
$14.2M ﹤0.01%
701,972
+100,172
1432
$14.1M ﹤0.01%
1,053,493
+438,203
1433
$14.1M ﹤0.01%
219,934
-32,652
1434
$14.1M ﹤0.01%
796,077
-58,393
1435
$14M ﹤0.01%
824,649
-133,947
1436
$14M ﹤0.01%
2,035,859
+794,910
1437
$14M ﹤0.01%
537,315
-199,741
1438
$14M ﹤0.01%
462,656
+391,602
1439
$14M ﹤0.01%
189,917
+3,027
1440
$13.9M ﹤0.01%
389,376
-5,978
1441
$13.8M ﹤0.01%
744,650
-12,187
1442
$13.8M ﹤0.01%
929,005
+180,274
1443
$13.8M ﹤0.01%
329,527
+39,813
1444
$13.7M ﹤0.01%
539,158
-315,925
1445
$13.7M ﹤0.01%
550,890
-52,813
1446
$13.6M ﹤0.01%
132,031
+49,170
1447
$13.6M ﹤0.01%
752,220
-3,780
1448
$13.5M ﹤0.01%
+594,241
1449
$13.5M ﹤0.01%
186,402
+82,891
1450
$13.5M ﹤0.01%
1,456,332
+150,986