JPMorgan Chase & Co

JPMorgan Chase & Co Portfolio holdings

AUM $1.45T
1-Year Est. Return 22.34%
 

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
+22.34%
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
26
$2.04B 0.56%
121,022,320
+204,620
27
$1.89B 0.52%
6,184,950
-688,303
28
$1.87B 0.52%
1,569,114
+128,530
29
$1.8B 0.5%
52,167,433
+8,307,362
30
$1.79B 0.49%
30,374,346
+8,528,806
31
$1.79B 0.49%
15,054,015
-4,122,506
32
$1.78B 0.49%
58,490,034
-2,079,651
33
$1.77B 0.49%
17,887,433
+576,475
34
$1.75B 0.48%
32,397,260
-369,836
35
$1.7B 0.47%
18,662,823
+5,080,200
36
$1.64B 0.45%
34,955,173
+3,590,415
37
$1.63B 0.45%
23,359,050
-1,226,232
38
$1.61B 0.44%
22,908,644
+4,187,059
39
$1.6B 0.44%
22,523,381
-691,192
40
$1.58B 0.44%
35,127,242
-1,620,250
41
$1.55B 0.43%
22,367,662
+6,540,078
42
$1.5B 0.41%
67,050,836
-16,765,724
43
$1.48B 0.41%
19,089,578
-1,548,501
44
$1.36B 0.38%
56,901,392
-1,683,524
45
$1.34B 0.37%
14,241,290
-2,167,864
46
$1.33B 0.37%
66,271,434
-2,115,981
47
$1.32B 0.36%
16,152,506
+944,938
48
$1.31B 0.36%
17,560,323
+1,235,565
49
$1.3B 0.36%
35,565,820
+8,649,130
50
$1.29B 0.36%
31,544,325
-4,141,688
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2
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