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
2376
$1.72M ﹤0.01%
59,892
+8,395
2377
$1.71M ﹤0.01%
39,437
+7,921
2378
$1.71M ﹤0.01%
236,142
-1,397,953
2379
$1.71M ﹤0.01%
229,464
+132,221
2380
$1.7M ﹤0.01%
154,906
-94,316
2381
$1.7M ﹤0.01%
370,525
+20,488
2382
$1.69M ﹤0.01%
+46,597
2383
$1.69M ﹤0.01%
205,190
+440
2384
$1.68M ﹤0.01%
+116,752
2385
$1.68M ﹤0.01%
39,562
+7,612
2386
$1.68M ﹤0.01%
41,138
-5,069
2387
$1.67M ﹤0.01%
24,029
-43,655
2388
$1.67M ﹤0.01%
88,676
-29,827
2389
$1.67M ﹤0.01%
34,390
+1,025
2390
$1.67M ﹤0.01%
75,247
-2,540
2391
$1.67M ﹤0.01%
160,700
-258,827
2392
$1.66M ﹤0.01%
+51,874
2393
$1.66M ﹤0.01%
88,446
-9,417
2394
$1.65M ﹤0.01%
75,836
+33,886
2395
$1.65M ﹤0.01%
38,190
+7,552
2396
$1.65M ﹤0.01%
+100,351
2397
$1.64M ﹤0.01%
24,322
+16,281
2398
$1.64M ﹤0.01%
124,339
-146,319
2399
$1.63M ﹤0.01%
42,306
+13,780
2400
$1.63M ﹤0.01%
235,559
+3,679