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
3051
$262K ﹤0.01%
10,591
+961
3052
$262K ﹤0.01%
+8,484
3053
$262K ﹤0.01%
+473
3054
$261K ﹤0.01%
21,288
-220,525
3055
$261K ﹤0.01%
11,171
-3,162
3056
0
3057
$256K ﹤0.01%
11,351
-7,160
3058
$255K ﹤0.01%
8,029
-5,347
3059
$255K ﹤0.01%
+48,026
3060
$254K ﹤0.01%
9,588
-10,742
3061
$253K ﹤0.01%
10,332
-16,017
3062
$253K ﹤0.01%
6,960
-5,426
3063
$253K ﹤0.01%
19,500
-1,760
3064
$253K ﹤0.01%
75,104
+57,459
3065
$250K ﹤0.01%
4,558
-454
3066
$250K ﹤0.01%
+944
3067
$250K ﹤0.01%
29,787
-33,617
3068
$249K ﹤0.01%
+53,116
3069
$248K ﹤0.01%
26,730
-67,256
3070
$247K ﹤0.01%
12,725
-27,879
3071
$246K ﹤0.01%
61,961
+11,831
3072
$243K ﹤0.01%
9,799
+127
3073
$242K ﹤0.01%
16,081
-18,953
3074
$242K ﹤0.01%
+8,154
3075
$242K ﹤0.01%
+18,900