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
1801
$6.3M ﹤0.01%
176,238
-2,097
1802
$6.3M ﹤0.01%
319,554
+280,979
1803
$6.27M ﹤0.01%
141,630
+18,251
1804
$6.27M ﹤0.01%
57,050
+10,828
1805
$6.25M ﹤0.01%
263,259
+23,174
1806
$6.24M ﹤0.01%
106,105
+23,150
1807
$6.24M ﹤0.01%
722,212
+102,147
1808
$6.24M ﹤0.01%
87,636
-318,386
1809
$6.23M ﹤0.01%
+1,162
1810
$6.18M ﹤0.01%
347,323
-170,974
1811
$6.17M ﹤0.01%
205,776
+147,294
1812
$6.17M ﹤0.01%
532,416
+429,256
1813
$6.16M ﹤0.01%
218,538
-49,710
1814
$6.13M ﹤0.01%
255,867
+114,854
1815
$6.12M ﹤0.01%
156,325
+124,059
1816
$6.1M ﹤0.01%
224,598
-62,921
1817
$6.09M ﹤0.01%
765,322
-320,178
1818
$6.08M ﹤0.01%
213,084
-40,996
1819
$6.08M ﹤0.01%
230,131
-350,326
1820
$6.08M ﹤0.01%
+266,960
1821
$6.04M ﹤0.01%
234,959
-12,195
1822
$6.03M ﹤0.01%
118,312
+11,711
1823
$6.02M ﹤0.01%
775,139
+66,640
1824
$5.97M ﹤0.01%
339,001
+74,140
1825
$5.97M ﹤0.01%
58,646
+351