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
1976
$4.39M ﹤0.01%
236,077
-117,133
1977
$4.37M ﹤0.01%
137,571
-17,463
1978
$4.36M ﹤0.01%
144,940
+90,764
1979
$4.35M ﹤0.01%
103,041
+55,081
1980
$4.35M ﹤0.01%
432,815
+145,787
1981
$4.34M ﹤0.01%
249,422
+54,426
1982
$4.33M ﹤0.01%
151,758
-50,026
1983
$4.31M ﹤0.01%
469,659
+65,044
1984
$4.31M ﹤0.01%
274,494
1985
$4.31M ﹤0.01%
365,546
+342,121
1986
$4.27M ﹤0.01%
82,487
-34,607
1987
$4.26M ﹤0.01%
270,273
+63,598
1988
$4.26M ﹤0.01%
110,259
-40,020
1989
$4.25M ﹤0.01%
781,721
+26,807
1990
$4.25M ﹤0.01%
101,617
+13,452
1991
$4.25M ﹤0.01%
41,914
-15,230
1992
$4.24M ﹤0.01%
91,186
-5,382
1993
$4.24M ﹤0.01%
278,976
+29,547
1994
$4.23M ﹤0.01%
47,923
+13,698
1995
$4.23M ﹤0.01%
65,842
+4,063
1996
$4.22M ﹤0.01%
109,206
+70,649
1997
$4.22M ﹤0.01%
101,717
+10,878
1998
$4.2M ﹤0.01%
+73,291
1999
$4.2M ﹤0.01%
343,150
+154,194
2000
$4.18M ﹤0.01%
148,000
+6,444