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
2801
$589K ﹤0.01%
20,526
-10,820
2802
$588K ﹤0.01%
13,459
-207,326
2803
$586K ﹤0.01%
21,552
+234
2804
$585K ﹤0.01%
22,771
+151
2805
$584K ﹤0.01%
55,353
-106,572
2806
$581K ﹤0.01%
52,418
-64,981
2807
$578K ﹤0.01%
5,445
-1,408
2808
$577K ﹤0.01%
59,539
+16,265
2809
$575K ﹤0.01%
13,356
2810
$573K ﹤0.01%
9,637
+1,589
2811
$570K ﹤0.01%
59,716
-7,585
2812
$569K ﹤0.01%
22,662
+1,642
2813
$568K ﹤0.01%
11,008
+1,485
2814
$566K ﹤0.01%
16,424
-2,746
2815
$566K ﹤0.01%
23,631
-44,683
2816
$563K ﹤0.01%
11,790
-2,373
2817
$562K ﹤0.01%
18,956
+2,208
2818
$561K ﹤0.01%
406,620
-1,096,188
2819
$559K ﹤0.01%
14,840
-43
2820
$553K ﹤0.01%
24,528
+8,084
2821
$552K ﹤0.01%
9,233
-16,809
2822
$551K ﹤0.01%
57,789
-114,633
2823
$551K ﹤0.01%
11,364
+7,108
2824
$550K ﹤0.01%
10,153
+558
2825
$549K ﹤0.01%
7,754
-6,223