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
51
$1.29B 0.35%
21,334,297
-1,588,858
52
$1.28B 0.35%
17,159,113
-1,717,577
53
$1.24B 0.34%
15,455,911
-131,821
54
$1.23B 0.34%
39,320,598
+1,361,179
55
$1.21B 0.33%
10,743,064
+1,176,257
56
$1.19B 0.33%
185,421,230
-44,837,160
57
$1.16B 0.32%
30,064,672
+1,113,896
58
$1.16B 0.32%
14,501,938
+7,536,673
59
$1.12B 0.31%
22,776,795
+872,526
60
$1.12B 0.31%
33,878,151
-3,378,355
61
$1.12B 0.31%
7,357,811
+1,199,641
62
$1.12B 0.31%
32,283,098
+7,096,589
63
$1.09B 0.3%
16,096,481
+3,626,915
64
$1.08B 0.3%
197,210,290
+18,390,480
65
$1.08B 0.3%
22,233,668
-4,056,332
66
$1.06B 0.29%
27,450,647
-406,893
67
$1.03B 0.28%
18,914,359
-1,494,691
68
$1.01B 0.28%
5,461,570
-91,253
69
$999M 0.28%
15,189,772
+1,299,723
70
$985M 0.27%
28,498,627
-2,662,236
71
$968M 0.27%
27,910,218
-7,758
72
$968M 0.27%
16,605,567
-3,169,251
73
$956M 0.26%
7,251,120
-193,166
74
$949M 0.26%
8,501,804
+1,192,502
75
$937M 0.26%
11,007,328
+1,547,026
1 2
3
4 5