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
2901
$438K ﹤0.01%
33,217
+12,196
2902
$437K ﹤0.01%
13,109
-2,669
2903
$437K ﹤0.01%
8,480
+38
2904
$436K ﹤0.01%
26,325
-43,692
2905
$436K ﹤0.01%
40,108
-21
2906
$436K ﹤0.01%
20,115
+2,464
2907
$436K ﹤0.01%
12,998
+1,409
2908
$433K ﹤0.01%
28,806
+1,134
2909
$432K ﹤0.01%
31,523
-31,073
2910
$421K ﹤0.01%
6,275
-7,011
2911
$419K ﹤0.01%
+18,997
2912
$415K ﹤0.01%
30,116
+149
2913
$414K ﹤0.01%
6,448
+1,332
2914
$412K ﹤0.01%
8,618
-17,046
2915
$407K ﹤0.01%
89,131
-121,275
2916
$406K ﹤0.01%
15,200
-1,214
2917
$406K ﹤0.01%
5,586
-410
2918
$405K ﹤0.01%
+85,457
2919
$405K ﹤0.01%
15,224
-44,332
2920
$404K ﹤0.01%
13,693
-3,540
2921
$403K ﹤0.01%
11,777
+1,799
2922
$403K ﹤0.01%
16,961
-1,000
2923
$403K ﹤0.01%
+16,100
2924
$400K ﹤0.01%
+30,839
2925
$399K ﹤0.01%
33,107
-9,425