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
1476
$12.7M ﹤0.01%
530,364
+243,835
1477
$12.7M ﹤0.01%
630,842
-260,873
1478
$12.7M ﹤0.01%
302,542
-255,390
1479
$12.7M ﹤0.01%
206,450
-257,875
1480
$12.6M ﹤0.01%
447,775
-9,903
1481
$12.6M ﹤0.01%
352,061
+300,289
1482
$12.6M ﹤0.01%
528,964
+506,860
1483
$12.6M ﹤0.01%
274,164
-18,234
1484
$12.5M ﹤0.01%
6,061,569
1485
$12.5M ﹤0.01%
498,907
+15,861
1486
$12.5M ﹤0.01%
327,864
-62,700
1487
$12.5M ﹤0.01%
255,438
-73,924
1488
$12.5M ﹤0.01%
884,785
+75,435
1489
$12.5M ﹤0.01%
336,223
+172,649
1490
$12.5M ﹤0.01%
2,036,743
+870,231
1491
$12.5M ﹤0.01%
401,383
-11,152
1492
$12.4M ﹤0.01%
951,534
+120,212
1493
$12.4M ﹤0.01%
419,831
+28,607
1494
$12.4M ﹤0.01%
262,379
-11,418
1495
$12.3M ﹤0.01%
351,770
+11,053
1496
$12.3M ﹤0.01%
82,726
+31,991
1497
$12.3M ﹤0.01%
767,701
+735,238
1498
$12.3M ﹤0.01%
4,558,196
+30,815
1499
$12.2M ﹤0.01%
259,689
+50,888
1500
$12.2M ﹤0.01%
210,081
+140,531