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
1451
$13.5M ﹤0.01%
501,333
-928,100
1452
$13.4M ﹤0.01%
632,841
-357,270
1453
$13.4M ﹤0.01%
398,318
+7,803
1454
$13.4M ﹤0.01%
60,047
+25,427
1455
$13.4M ﹤0.01%
176,087
-441
1456
$13.4M ﹤0.01%
470,524
+9,474
1457
$13.3M ﹤0.01%
180,091
-159,071
1458
$13.3M ﹤0.01%
146,010
-33,630
1459
$13.3M ﹤0.01%
183,898
+12,629
1460
$13.3M ﹤0.01%
1,045,605
+1,029,623
1461
$13.3M ﹤0.01%
581,390
-75,907
1462
$13.2M ﹤0.01%
315,703
-96,717
1463
$13.2M ﹤0.01%
879,444
-48,904
1464
$13.2M ﹤0.01%
1,393,805
-2,201,573
1465
$13.1M ﹤0.01%
181,732
+33,498
1466
$13.1M ﹤0.01%
312,652
+5,691
1467
$13M ﹤0.01%
241,038
+34,985
1468
$13M ﹤0.01%
978,962
-2,625
1469
$12.9M ﹤0.01%
210,936
-13,780
1470
$12.8M ﹤0.01%
239,541
+10,207
1471
$12.8M ﹤0.01%
618,610
-7,749
1472
$12.8M ﹤0.01%
351,886
+66,123
1473
$12.8M ﹤0.01%
355,658
-117,656
1474
$12.7M ﹤0.01%
688,843
+605,134
1475
$12.7M ﹤0.01%
257,622
+149,674