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
1651
$8.7M ﹤0.01%
24,589
-32,754
1652
$8.7M ﹤0.01%
184,746
-164,431
1653
$8.66M ﹤0.01%
263,800
+165,752
1654
$8.64M ﹤0.01%
122,552
+3,116
1655
$8.64M ﹤0.01%
271,411
-28,612
1656
$8.59M ﹤0.01%
713,474
+74,876
1657
$8.58M ﹤0.01%
230,330
+2,829
1658
$8.55M ﹤0.01%
243,392
-2,954
1659
$8.54M ﹤0.01%
669,278
+173,010
1660
$8.53M ﹤0.01%
301,120
-628,010
1661
$8.53M ﹤0.01%
207,726
+28,385
1662
$8.53M ﹤0.01%
498,711
-701
1663
$8.52M ﹤0.01%
228,059
+189,185
1664
$8.52M ﹤0.01%
4,459,827
+749,009
1665
$8.48M ﹤0.01%
+269,200
1666
$8.48M ﹤0.01%
288,463
+15,377
1667
$8.44M ﹤0.01%
333,040
-1,700
1668
$8.44M ﹤0.01%
129,994
-41,772
1669
$8.43M ﹤0.01%
499,865
-201,515
1670
$8.43M ﹤0.01%
636,469
+468,751
1671
$8.4M ﹤0.01%
311,675
+81,039
1672
$8.39M ﹤0.01%
329,358
+173,917
1673
$8.37M ﹤0.01%
881,515
+373,079
1674
$8.37M ﹤0.01%
227,839
-4,275
1675
$8.36M ﹤0.01%
142,457
+38,558