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
2726
$721K ﹤0.01%
+117,396
2727
$720K ﹤0.01%
20,205
-63,091
2728
$716K ﹤0.01%
7,633
+1,760
2729
$713K ﹤0.01%
14,934
+92
2730
$712K ﹤0.01%
19,629
-24,703
2731
$711K ﹤0.01%
36,814
-2,393
2732
$710K ﹤0.01%
35,943
+22,437
2733
$710K ﹤0.01%
14,500
-212
2734
$708K ﹤0.01%
14,250
+832
2735
$708K ﹤0.01%
38,379
-93,213
2736
$705K ﹤0.01%
19,256
-7,860
2737
$704K ﹤0.01%
+92,738
2738
$703K ﹤0.01%
35,520
-1,101
2739
$702K ﹤0.01%
11,500
2740
$702K ﹤0.01%
13,357
-690
2741
$701K ﹤0.01%
19,342
+3,043
2742
$698K ﹤0.01%
26,716
-44,386
2743
$687K ﹤0.01%
14,975
-532
2744
$687K ﹤0.01%
46,066
+33,668
2745
$685K ﹤0.01%
10,087
-15,823
2746
$683K ﹤0.01%
9,652
+1,337
2747
$682K ﹤0.01%
+95,963
2748
$682K ﹤0.01%
24,056
-9,450
2749
$680K ﹤0.01%
10,275
-22,371
2750
$680K ﹤0.01%
14,096
-22,070