JP Morgan Chase

JP Morgan Chase 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
2526
$1.18M ﹤0.01%
20,664
-12,642
2527
$1.17M ﹤0.01%
33,125
+1,530
2528
$1.17M ﹤0.01%
45,291
-916
2529
$1.16M ﹤0.01%
+27,607
2530
$1.16M ﹤0.01%
116,060
-40,496
2531
$1.16M ﹤0.01%
10,818
2532
$1.16M ﹤0.01%
+74,725
2533
$1.15M ﹤0.01%
25,905
+2,890
2534
$1.15M ﹤0.01%
+44,406
2535
$1.15M ﹤0.01%
23,755
+14,648
2536
$1.15M ﹤0.01%
61,195
-55,957
2537
$1.15M ﹤0.01%
162,033
+149,298
2538
$1.14M ﹤0.01%
17,480
+196
2539
$1.13M ﹤0.01%
114,480
-6,154
2540
$1.13M ﹤0.01%
28,886
+16,106
2541
$1.13M ﹤0.01%
84,220
-9,396
2542
$1.13M ﹤0.01%
44,400
-6,236
2543
$1.13M ﹤0.01%
+90,700
2544
$1.13M ﹤0.01%
35,276
+8,012
2545
$1.13M ﹤0.01%
87,114
-22,046
2546
$1.12M ﹤0.01%
132,875
+18,976
2547
$1.1M ﹤0.01%
86,558
+20,829
2548
$1.1M ﹤0.01%
34,182
-28,733
2549
$1.1M ﹤0.01%
31,374
-27,368
2550
$1.09M ﹤0.01%
29,897
-19,664