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
2201
$2.61M ﹤0.01%
171,936
-12,714
2202
$2.6M ﹤0.01%
116,644
+10,059
2203
$2.59M ﹤0.01%
30,464
+34
2204
$2.59M ﹤0.01%
83,350
-5,813,749
2205
$2.59M ﹤0.01%
168,046
-90,489
2206
$2.59M ﹤0.01%
+131,846
2207
$2.59M ﹤0.01%
60,662
-92,516
2208
$2.58M ﹤0.01%
129,983
+21,905
2209
$2.57M ﹤0.01%
304,056
+6,600
2210
$2.56M ﹤0.01%
+119,500
2211
$2.56M ﹤0.01%
99,850
+2,045
2212
$2.54M ﹤0.01%
69,893
-59,714
2213
$2.53M ﹤0.01%
191,644
+14,728
2214
$2.53M ﹤0.01%
46,328
-114
2215
$2.52M ﹤0.01%
59,215
+19,901
2216
$2.52M ﹤0.01%
141,602
-305,932
2217
$2.52M ﹤0.01%
532,372
+19,114
2218
$2.51M ﹤0.01%
104,537
+15,532
2219
$2.5M ﹤0.01%
101,311
+12,225
2220
$2.5M ﹤0.01%
327,430
+15,788
2221
$2.49M ﹤0.01%
82,679
-59,995
2222
$2.49M ﹤0.01%
197,992
+45,482
2223
$2.47M ﹤0.01%
329,964
+254,911
2224
$2.46M ﹤0.01%
140,170
-89,158
2225
$2.46M ﹤0.01%
63,794
-6,986