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
3151
$164K ﹤0.01%
+1,666
3152
$164K ﹤0.01%
24,903
-70,357
3153
$161K ﹤0.01%
15,020
-2,564
3154
$161K ﹤0.01%
+25,508
3155
$159K ﹤0.01%
+10,533
3156
$159K ﹤0.01%
11,385
3157
$159K ﹤0.01%
+12,346
3158
$158K ﹤0.01%
10,619
-8,509
3159
$158K ﹤0.01%
+12,981
3160
$154K ﹤0.01%
40,935
-82,575
3161
$154K ﹤0.01%
+10,104
3162
$152K ﹤0.01%
13,076
-67,827
3163
$151K ﹤0.01%
11,632
-34,132
3164
$149K ﹤0.01%
23,933
+4,418
3165
$149K ﹤0.01%
9,345
-772
3166
$145K ﹤0.01%
10,764
-41,525
3167
$144K ﹤0.01%
+14,493
3168
$143K ﹤0.01%
20,000
3169
$143K ﹤0.01%
81,255
+4,626
3170
$140K ﹤0.01%
+13,278
3171
$140K ﹤0.01%
10,147
-245,290
3172
$140K ﹤0.01%
17,829
+69
3173
$138K ﹤0.01%
+59,680
3174
$137K ﹤0.01%
7,882
-70,277
3175
$134K ﹤0.01%
25,530
+35