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
2251
$2.34M ﹤0.01%
37,032
-22,036
2252
$2.34M ﹤0.01%
98,934
+29,340
2253
$2.33M ﹤0.01%
48,884
+6,251
2254
$2.33M ﹤0.01%
86,045
-132,967
2255
$2.33M ﹤0.01%
93,111
+26,620
2256
$2.32M ﹤0.01%
133,925
+118,072
2257
$2.32M ﹤0.01%
114,633
+8,544
2258
$2.3M ﹤0.01%
169,944
+30,632
2259
$2.3M ﹤0.01%
196,050
+29,600
2260
$2.3M ﹤0.01%
79,735
-9,601
2261
$2.29M ﹤0.01%
164,184
-5,374
2262
$2.29M ﹤0.01%
344,731
-11,078
2263
$2.29M ﹤0.01%
332,206
-23,278
2264
$2.29M ﹤0.01%
70,984
-63,014
2265
$2.28M ﹤0.01%
51,080
+7,962
2266
$2.28M ﹤0.01%
50,163
+2,633
2267
$2.27M ﹤0.01%
+67,924
2268
$2.27M ﹤0.01%
+177,650
2269
$2.26M ﹤0.01%
90,360
-111,933
2270
$2.26M ﹤0.01%
140,449
+12,450
2271
$2.26M ﹤0.01%
52,004
-25,789
2272
$2.26M ﹤0.01%
37,052
-450
2273
$2.25M ﹤0.01%
275,148
-99,442
2274
$2.25M ﹤0.01%
593,526
-92,121
2275
$2.25M ﹤0.01%
28,929
-67,395