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
1676
$8.36M ﹤0.01%
119,252
+110,275
1677
$8.34M ﹤0.01%
308,455
+100,488
1678
$8.33M ﹤0.01%
292,663
-2,081,224
1679
$8.32M ﹤0.01%
64,498
+10,344
1680
$8.21M ﹤0.01%
182,988
-10,674
1681
$8.2M ﹤0.01%
821,840
-2,090,419
1682
$8.17M ﹤0.01%
216,910
-64,892
1683
$8.17M ﹤0.01%
248,052
+49,735
1684
$8.15M ﹤0.01%
437,102
-5,222
1685
$8.12M ﹤0.01%
+152,422
1686
$8.1M ﹤0.01%
185,099
-21,896
1687
$8.09M ﹤0.01%
897,249
+20,808
1688
$8.09M ﹤0.01%
702,975
-430,637
1689
$8.06M ﹤0.01%
100,922
-429
1690
$8.06M ﹤0.01%
470,172
-187,860
1691
$8.05M ﹤0.01%
193,561
+21,024
1692
$8.04M ﹤0.01%
897,202
+741,045
1693
$8.04M ﹤0.01%
1,890,664
+352,157
1694
$8.03M ﹤0.01%
201,647
+317
1695
$7.98M ﹤0.01%
536,326
-637,493
1696
$7.97M ﹤0.01%
165,121
-54,315
1697
$7.95M ﹤0.01%
533,278
-35,005
1698
$7.92M ﹤0.01%
502,654
+152,702
1699
$7.88M ﹤0.01%
563,014
+544,316
1700
$7.86M ﹤0.01%
341,372
+17,128