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
1776
$6.7M ﹤0.01%
375,477
+67,137
1777
$6.67M ﹤0.01%
142,301
-8,515
1778
$6.65M ﹤0.01%
24,268
+2,158
1779
$6.64M ﹤0.01%
272,877
+123,434
1780
$6.63M ﹤0.01%
154,213
+3,245
1781
$6.59M ﹤0.01%
+317,940
1782
$6.57M ﹤0.01%
489,153
-24,787
1783
$6.55M ﹤0.01%
3,772,990
+3,040,380
1784
$6.54M ﹤0.01%
381,294
+123,836
1785
$6.53M ﹤0.01%
439,538
-511,267
1786
$6.53M ﹤0.01%
80,439
+45,113
1787
$6.52M ﹤0.01%
913,006
-1,064,939
1788
$6.51M ﹤0.01%
336,305
-717,463
1789
$6.49M ﹤0.01%
242,894
+87,805
1790
$6.49M ﹤0.01%
299,695
+86,739
1791
$6.48M ﹤0.01%
149,925
-187,821
1792
$6.48M ﹤0.01%
168,598
-254,224
1793
$6.47M ﹤0.01%
224,879
-118,138
1794
$6.46M ﹤0.01%
73,086
-7,633
1795
$6.46M ﹤0.01%
1,610,750
+238,513
1796
$6.45M ﹤0.01%
993,788
-194,194
1797
$6.38M ﹤0.01%
1,118,739
-28,005
1798
$6.36M ﹤0.01%
360,522
+6,996
1799
$6.34M ﹤0.01%
354,900
+67,955
1800
$6.32M ﹤0.01%
109,612
+24,598