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
2301
$2.11M ﹤0.01%
98,796
-11,080
2302
$2.1M ﹤0.01%
56,353
-2,371
2303
$2.1M ﹤0.01%
127,694
-174,740
2304
$2.08M ﹤0.01%
42,325
2305
$2.08M ﹤0.01%
30,025
-16,792
2306
$2.06M ﹤0.01%
42,368
+4,903
2307
$2.06M ﹤0.01%
46,980
+23,540
2308
$2.05M ﹤0.01%
163,181
-54,067
2309
$2.04M ﹤0.01%
132,296
+54,330
2310
$2.04M ﹤0.01%
292,500
+44,289
2311
$2.04M ﹤0.01%
103,090
+2,532
2312
$2.03M ﹤0.01%
32,457
-192,359
2313
$2.03M ﹤0.01%
27,369
-6,226
2314
$2.02M ﹤0.01%
130,888
+66,161
2315
$2.02M ﹤0.01%
140,000
-6,598
2316
$2M ﹤0.01%
51,306
-49,991
2317
$2M ﹤0.01%
162,303
-226,204
2318
$1.99M ﹤0.01%
261,976
-23,432
2319
$1.98M ﹤0.01%
29,346
-17,975
2320
$1.98M ﹤0.01%
149,922
-18,028
2321
$1.97M ﹤0.01%
90,578
+8,390
2322
$1.97M ﹤0.01%
40,377
-20,463
2323
$1.97M ﹤0.01%
19,805
+771
2324
$1.96M ﹤0.01%
196,813
+129,250
2325
$1.94M ﹤0.01%
57,156
-63,302