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
1626
$9.39M ﹤0.01%
1,029,390
-27,402
1627
$9.38M ﹤0.01%
327,325
-56,194
1628
$9.36M ﹤0.01%
327,933
+104,475
1629
$9.32M ﹤0.01%
337,407
+67,596
1630
$9.2M ﹤0.01%
1,492,849
-677,829
1631
$9.19M ﹤0.01%
+819,933
1632
$9.18M ﹤0.01%
159,570
-50,000
1633
$9.14M ﹤0.01%
282,412
+57,299
1634
$9.12M ﹤0.01%
202,775
-32,537
1635
$9.1M ﹤0.01%
2,625,615
-35,968,134
1636
$9.1M ﹤0.01%
+101,115
1637
$9.03M ﹤0.01%
436,502
+280,686
1638
$9.01M ﹤0.01%
394,688
+12,688
1639
$8.94M ﹤0.01%
447,595
-157,450
1640
$8.91M ﹤0.01%
548,971
-145,380
1641
$8.9M ﹤0.01%
208,716
+75,689
1642
$8.88M ﹤0.01%
255,259
-518,088
1643
$8.88M ﹤0.01%
+181,560
1644
$8.81M ﹤0.01%
152,441
-188,170
1645
$8.79M ﹤0.01%
1,367,629
+82,141
1646
$8.78M ﹤0.01%
1,086,605
+671,979
1647
$8.77M ﹤0.01%
122,395
-11,935
1648
$8.76M ﹤0.01%
1,027,212
+104,646
1649
$8.76M ﹤0.01%
63,495
+36,666
1650
$8.73M ﹤0.01%
187,995
+17,607