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
1926
$4.89M ﹤0.01%
1,302,000
+120,000
1927
$4.88M ﹤0.01%
423,938
+113,677
1928
$4.88M ﹤0.01%
66,500
+23,750
1929
$4.87M ﹤0.01%
273,807
-10,597
1930
$4.87M ﹤0.01%
220,587
+15,081
1931
$4.87M ﹤0.01%
49,868
-997
1932
$4.84M ﹤0.01%
149,585
-157,792
1933
$4.83M ﹤0.01%
175,341
-24,352
1934
$4.82M ﹤0.01%
1,120,137
+175,249
1935
$4.77M ﹤0.01%
136,946
+3,105
1936
$4.76M ﹤0.01%
323,957
+109,330
1937
$4.75M ﹤0.01%
119,437
+103,524
1938
$4.74M ﹤0.01%
231,325
-74,064
1939
$4.74M ﹤0.01%
192,500
-21,625
1940
$4.7M ﹤0.01%
67,722
-8,114
1941
$4.7M ﹤0.01%
93,432
-8,600
1942
$4.7M ﹤0.01%
251,838
-24,656
1943
$4.67M ﹤0.01%
6,256
-781
1944
$4.64M ﹤0.01%
210,822
+17,937
1945
$4.64M ﹤0.01%
148,135
+35,354
1946
$4.63M ﹤0.01%
215,968
+14,848
1947
$4.6M ﹤0.01%
55,287
-2,891
1948
$4.59M ﹤0.01%
211,532
+20,451
1949
$4.57M ﹤0.01%
193,700
1950
$4.57M ﹤0.01%
101,446
+6,508