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
2076
$3.51M ﹤0.01%
160,222
+54,486
2077
$3.51M ﹤0.01%
335,817
-20,446
2078
$3.5M ﹤0.01%
438,410
-9,803
2079
$3.49M ﹤0.01%
136,420
-7,627
2080
$3.49M ﹤0.01%
137,449
-11,665
2081
$3.48M ﹤0.01%
39,986
-12,417
2082
$3.48M ﹤0.01%
107,458
+17,585
2083
$3.47M ﹤0.01%
24,396
+6,171
2084
$3.46M ﹤0.01%
34,909
-10,673
2085
$3.46M ﹤0.01%
104,786
-4,610
2086
$3.45M ﹤0.01%
147,157
-134,814
2087
$3.44M ﹤0.01%
21,943
+1,435
2088
$3.43M ﹤0.01%
76,394
-67,337
2089
$3.42M ﹤0.01%
166,990
-440,360
2090
$3.42M ﹤0.01%
63,804
+52,585
2091
$3.4M ﹤0.01%
59,504
-26,936
2092
$3.4M ﹤0.01%
89,283
+25,012
2093
$3.4M ﹤0.01%
121,452
+46,143
2094
$3.4M ﹤0.01%
93,811
-210,598
2095
$3.38M ﹤0.01%
420,847
-9,868
2096
$3.38M ﹤0.01%
26,475
+12,500
2097
$3.35M ﹤0.01%
205,066
-3,943
2098
$3.32M ﹤0.01%
144,688
+44,488
2099
$3.31M ﹤0.01%
150,958
+69,704
2100
$3.31M ﹤0.01%
65,677
-3,959