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
2651
$852K ﹤0.01%
64,549
-178,952
2652
$851K ﹤0.01%
34,460
+23,020
2653
$848K ﹤0.01%
4,000
-300
2654
$847K ﹤0.01%
12,905
-26,953
2655
$842K ﹤0.01%
66,416
-27,692
2656
$841K ﹤0.01%
60,547
+22,647
2657
$841K ﹤0.01%
+13,350
2658
$836K ﹤0.01%
12,214
-26,650
2659
$835K ﹤0.01%
15,522
-21,324
2660
$832K ﹤0.01%
11,348
-27,193
2661
$826K ﹤0.01%
31,135
-25,870
2662
$825K ﹤0.01%
32,108
2663
$824K ﹤0.01%
22,621
-7,777
2664
$822K ﹤0.01%
23,159
-24,651
2665
$822K ﹤0.01%
122,489
+39,906
2666
$820K ﹤0.01%
17,286
-7,704
2667
$820K ﹤0.01%
55,683
+26,034
2668
$820K ﹤0.01%
61,234
+3,908
2669
$820K ﹤0.01%
26,405
-3,561
2670
$820K ﹤0.01%
45,868
-5,738
2671
$819K ﹤0.01%
26,485
-45,445
2672
$818K ﹤0.01%
47,300
-714
2673
$818K ﹤0.01%
+20,944
2674
$813K ﹤0.01%
20,614
+133
2675
$813K ﹤0.01%
54,735
-900