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
2576
$1.01M ﹤0.01%
38,789
-18,968
2577
$1.01M ﹤0.01%
+16,721
2578
$1.01M ﹤0.01%
66,378
2579
$1.01M ﹤0.01%
28,684
-27,770
2580
$1M ﹤0.01%
91,760
2581
$1M ﹤0.01%
58,416
-102,108
2582
$1M ﹤0.01%
93,086
-136,354
2583
$1M ﹤0.01%
52,806
-12,626
2584
$1M ﹤0.01%
19,628
-2,000
2585
$994K ﹤0.01%
92,393
+8,875
2586
$991K ﹤0.01%
20,716
-274,902
2587
$990K ﹤0.01%
97,609
-90,980
2588
$988K ﹤0.01%
21,483
+2,828
2589
$986K ﹤0.01%
45,154
-62,253
2590
$985K ﹤0.01%
16,402
+2,827
2591
$984K ﹤0.01%
136,343
+7,268
2592
$982K ﹤0.01%
+1,554
2593
$982K ﹤0.01%
106,667
-20,260
2594
$981K ﹤0.01%
37,921
-9,394
2595
$980K ﹤0.01%
+51,370
2596
$978K ﹤0.01%
113,413
+100,011
2597
$976K ﹤0.01%
+15,989
2598
$975K ﹤0.01%
38,071
-7,785
2599
$972K ﹤0.01%
30,094
+21,468
2600
$972K ﹤0.01%
54,111
-85,337