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
2276
$2.23M ﹤0.01%
101,925
-4,244
2277
$2.23M ﹤0.01%
57,387
+5,828
2278
$2.23M ﹤0.01%
33,090
+6,331
2279
$2.22M ﹤0.01%
6,741,216
2280
$2.22M ﹤0.01%
438,540
-126,307
2281
$2.22M ﹤0.01%
34,090
+4,896
2282
$2.22M ﹤0.01%
85,652
-69,631
2283
$2.21M ﹤0.01%
117,211
-455,516
2284
$2.21M ﹤0.01%
40,350
-955,975
2285
$2.21M ﹤0.01%
4,763
-2,476
2286
$2.21M ﹤0.01%
78,652
-1,052
2287
$2.2M ﹤0.01%
84,177
-15,842
2288
$2.2M ﹤0.01%
95,297
-26,885
2289
$2.19M ﹤0.01%
42,482
-7,163
2290
$2.19M ﹤0.01%
119,062
-96,114
2291
$2.17M ﹤0.01%
67,871
+51,030
2292
$2.13M ﹤0.01%
98,901
+41,241
2293
$2.13M ﹤0.01%
59,065
+4,325
2294
$2.13M ﹤0.01%
25,436
-28,953
2295
$2.13M ﹤0.01%
37,927
-36,376
2296
$2.12M ﹤0.01%
59,290
+6,293
2297
$2.12M ﹤0.01%
79,886
+18,002
2298
$2.12M ﹤0.01%
68,762
+50,782
2299
$2.12M ﹤0.01%
177,848
+19,047
2300
$2.11M ﹤0.01%
155,016
+19,797