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
2351
$1.84M ﹤0.01%
40,393
-13,903
2352
$1.84M ﹤0.01%
79,625
-12,406
2353
$1.82M ﹤0.01%
34,686
-490
2354
$1.81M ﹤0.01%
73,558
+2,930
2355
$1.81M ﹤0.01%
3,026
-465
2356
$1.81M ﹤0.01%
55,320
-5,072
2357
$1.81M ﹤0.01%
224,065
-64,606
2358
$1.8M ﹤0.01%
379,226
-51,004
2359
$1.79M ﹤0.01%
62,626
-69,480
2360
$1.78M ﹤0.01%
36,651
-29,382
2361
$1.77M ﹤0.01%
1,238,273
2362
$1.77M ﹤0.01%
29,920
-41,561
2363
$1.76M ﹤0.01%
242,469
+97,789
2364
$1.76M ﹤0.01%
6,392
-5,432
2365
$1.75M ﹤0.01%
61,615
-39,609
2366
$1.75M ﹤0.01%
65,000
2367
$1.75M ﹤0.01%
82,900
-4,124
2368
$1.75M ﹤0.01%
28,042
-4,140
2369
$1.75M ﹤0.01%
4,046
+1,979
2370
$1.74M ﹤0.01%
126,587
+13,306
2371
$1.74M ﹤0.01%
27,926
+18,841
2372
$1.74M ﹤0.01%
22,132
+3,315
2373
$1.74M ﹤0.01%
+62,823
2374
$1.74M ﹤0.01%
125,660
-18,237
2375
$1.73M ﹤0.01%
28,584
-8,500