JP Morgan Chase & Co

JP Morgan Chase & Co 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
2701
$1.75M ﹤0.01%
35,479
+2,034
2702
$1.74M ﹤0.01%
21,979
-30,224
2703
$1.74M ﹤0.01%
23,342
+1,489
2704
$1.74M ﹤0.01%
54,084
-179,623
2705
$1.73M ﹤0.01%
145,465
-19,937
2706
$1.73M ﹤0.01%
32,968
+11,149
2707
$1.72M ﹤0.01%
27,814
-20,422
2708
$1.71M ﹤0.01%
47,454
+25,204
2709
$1.71M ﹤0.01%
26,968
+171
2710
$1.71M ﹤0.01%
42,855
-215
2711
$1.71M ﹤0.01%
304,497
+19,957
2712
$1.7M ﹤0.01%
34,452
-59,054
2713
$1.7M ﹤0.01%
22,363
-6,389
2714
$1.69M ﹤0.01%
13,048
+5,601
2715
$1.69M ﹤0.01%
92,748
-20,665
2716
$1.69M ﹤0.01%
149,469
-424,017
2717
$1.69M ﹤0.01%
95,174
-221,105
2718
$1.68M ﹤0.01%
23,495
-4,481
2719
$1.67M ﹤0.01%
100,087
-62,514
2720
$1.67M ﹤0.01%
111,999
-8,297
2721
$1.67M ﹤0.01%
616,513
-31,651
2722
$1.67M ﹤0.01%
30,244
-831
2723
$1.67M ﹤0.01%
91,658
+1,332
2724
$1.67M ﹤0.01%
402,045
-161,695
2725
$1.67M ﹤0.01%
48,824
+3,644