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
1951
$4.57M ﹤0.01%
18,990
+3,138
1952
$4.57M ﹤0.01%
23,961
+16,371
1953
$4.55M ﹤0.01%
165,075
+32,469
1954
$4.55M ﹤0.01%
184,235
+10,710
1955
$4.54M ﹤0.01%
225,213
+24,705
1956
$4.54M ﹤0.01%
104,256
-74,597
1957
$4.53M ﹤0.01%
97,307
-2,000
1958
$4.53M ﹤0.01%
72,352
-53,790
1959
$4.53M ﹤0.01%
194,056
-91,094
1960
$4.49M ﹤0.01%
50,182
-11,293
1961
$4.49M ﹤0.01%
508,163
-184,292
1962
$4.47M ﹤0.01%
642,764
-108,960
1963
$4.46M ﹤0.01%
186,688
+17,886
1964
$4.45M ﹤0.01%
72,889
-27,174
1965
$4.45M ﹤0.01%
812,666
-14,006
1966
$4.44M ﹤0.01%
189,563
+8,544
1967
$4.43M ﹤0.01%
101,339
+9,721
1968
$4.43M ﹤0.01%
103,711
+86,864
1969
$4.43M ﹤0.01%
325,840
+187,583
1970
$4.43M ﹤0.01%
+1,250,387
1971
$4.42M ﹤0.01%
+535,007
1972
$4.42M ﹤0.01%
90,249
-6,376
1973
$4.41M ﹤0.01%
244,668
+20,755
1974
$4.4M ﹤0.01%
85,593
+42,112
1975
$4.39M ﹤0.01%
107,422
-2,082