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
2626
$2.04M ﹤0.01%
71,454
+67,219
2627
$2.04M ﹤0.01%
6,738
-1,494
2628
$2.03M ﹤0.01%
56,973
+51,554
2629
$2.03M ﹤0.01%
24,197
+476
2630
$2.02M ﹤0.01%
26,334
+15,448
2631
$2.02M ﹤0.01%
26,647
+2,923
2632
$2.02M ﹤0.01%
130,665
-555,490
2633
$2.02M ﹤0.01%
61,298
+19,140
2634
$2.02M ﹤0.01%
45,046
+21,613
2635
$2.02M ﹤0.01%
4,936
-19,790
2636
$2.02M ﹤0.01%
164,495
+58,041
2637
$2.01M ﹤0.01%
148,525
-63,465
2638
$2.01M ﹤0.01%
30,407
-219,657
2639
$2.01M ﹤0.01%
97,813
+778
2640
$2M ﹤0.01%
181,355
+141,754
2641
$2M ﹤0.01%
59,533
+30,000
2642
$1.99M ﹤0.01%
20,028
-42
2643
$1.99M ﹤0.01%
157,797
+145,624
2644
$1.98M ﹤0.01%
211,853
+37,811
2645
$1.97M ﹤0.01%
+57,691
2646
$1.97M ﹤0.01%
+19,500
2647
$1.97M ﹤0.01%
84,758
-1,955
2648
$1.95M ﹤0.01%
19,863
-1,596
2649
$1.95M ﹤0.01%
82,820
+2,029
2650
$1.94M ﹤0.01%
55,644
-204