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
1601
$9.92M ﹤0.01%
189,332
-79,405
1602
$9.91M ﹤0.01%
507,578
-345,259
1603
$9.9M ﹤0.01%
118,333
-3,954
1604
$9.85M ﹤0.01%
134,595
+6,763
1605
$9.78M ﹤0.01%
693,955
-301,905
1606
$9.77M ﹤0.01%
396,315
-2,918
1607
$9.77M ﹤0.01%
669,493
+16,784
1608
$9.77M ﹤0.01%
564,256
-449,832
1609
$9.75M ﹤0.01%
254,102
-46,306
1610
$9.73M ﹤0.01%
83,481
+20,008
1611
$9.71M ﹤0.01%
392,256
+10,717
1612
$9.69M ﹤0.01%
1,018,900
1613
$9.68M ﹤0.01%
231,364
-973
1614
$9.67M ﹤0.01%
67,700
-62,375
1615
$9.63M ﹤0.01%
442,660
-141,966
1616
$9.63M ﹤0.01%
534,665
+102,695
1617
$9.62M ﹤0.01%
+506,771
1618
$9.6M ﹤0.01%
225,310
-19,805
1619
$9.59M ﹤0.01%
378,841
+39,111
1620
$9.56M ﹤0.01%
498,252
-5,253
1621
$9.5M ﹤0.01%
693,958
+641,233
1622
$9.48M ﹤0.01%
228,044
-89,625
1623
$9.47M ﹤0.01%
1,068,609
+48,091
1624
$9.42M ﹤0.01%
206,969
-33,077
1625
$9.41M ﹤0.01%
113,401
+50,875