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
$483B
AUM Growth
+$32.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,059
New
Increased
Reduced
Closed

Top Buys

1 +$1.89B
2 +$1.45B
3 +$1.34B
4
ADP icon
Automatic Data Processing
ADP
+$879M
5
EA icon
Electronic Arts
EA
+$844M

Top Sells

1 +$1.79B
2 +$1.07B
3 +$856M
4
NKE icon
Nike
NKE
+$821M
5
UNP icon
Union Pacific
UNP
+$588M

Sector Composition

1 Financials 14.03%
2 Technology 13.34%
3 Healthcare 11.07%
4 Consumer Discretionary 8.93%
5 Industrials 8.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2601
$2.15M ﹤0.01%
97,748
-136,798
2602
$2.14M ﹤0.01%
72,784
+26,224
2603
$2.14M ﹤0.01%
239,077
-322,060
2604
$2.13M ﹤0.01%
53,865
+43,816
2605
$2.13M ﹤0.01%
27,466
-60,470
2606
$2.13M ﹤0.01%
62,016
+28,906
2607
$2.13M ﹤0.01%
67,938
-259,284
2608
$2.12M ﹤0.01%
99,296
-63,241
2609
$2.11M ﹤0.01%
207,326
+147,053
2610
$2.1M ﹤0.01%
60,442
-212
2611
$2.1M ﹤0.01%
86,423
+10,818
2612
$2.1M ﹤0.01%
153,871
-79,096
2613
$2.1M ﹤0.01%
8,301
-7,257
2614
$2.1M ﹤0.01%
21,231
-30,893
2615
$2.09M ﹤0.01%
135,800
-31,391
2616
$2.09M ﹤0.01%
169,238
-23,349
2617
$2.09M ﹤0.01%
27,489
-8,880
2618
$2.08M ﹤0.01%
280,343
+164,128
2619
$2.08M ﹤0.01%
8,122
+19
2620
$2.07M ﹤0.01%
101,575
-296,327
2621
$2.07M ﹤0.01%
141,359
+12,233
2622
$2.07M ﹤0.01%
206,870
-204,023
2623
$2.06M ﹤0.01%
+145,000
2624
$2.05M ﹤0.01%
50,705
-10,968
2625
$2.04M ﹤0.01%
28,429
-33,565