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%
+16,721
2577
$1.01M ﹤0.01%
66,378
2578
$1.01M ﹤0.01%
28,684
-27,770
2579
$1M ﹤0.01%
91,760
2580
$1M ﹤0.01%
58,416
-102,108
2581
$1M ﹤0.01%
93,086
-136,354
2582
$1M ﹤0.01%
52,806
-12,626
2583
$1M ﹤0.01%
19,628
-2,000
2584
$994K ﹤0.01%
92,393
+8,875
2585
$991K ﹤0.01%
20,716
-274,902
2586
$990K ﹤0.01%
97,609
-90,980
2587
$988K ﹤0.01%
21,483
+2,828
2588
$986K ﹤0.01%
45,154
-62,253
2589
$985K ﹤0.01%
16,402
+2,827
2590
$984K ﹤0.01%
136,343
+7,268
2591
$982K ﹤0.01%
+1,554
2592
$982K ﹤0.01%
106,667
-20,260
2593
$981K ﹤0.01%
37,921
-9,394
2594
$980K ﹤0.01%
+51,370
2595
$978K ﹤0.01%
113,413
+100,011
2596
$976K ﹤0.01%
+15,989
2597
$975K ﹤0.01%
38,071
-7,785
2598
$972K ﹤0.01%
30,094
+21,468
2599
$972K ﹤0.01%
54,111
-85,337
2600
$971K ﹤0.01%
32,923
-41,870