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
2801
$1.45M ﹤0.01%
33,970
+1,433
2802
$1.45M ﹤0.01%
74,481
-473,589
2803
$1.45M ﹤0.01%
14,381
-567
2804
$1.44M ﹤0.01%
8,813
+3,416
2805
$1.44M ﹤0.01%
28,721
-32,474
2806
$1.44M ﹤0.01%
54,921
+1,114
2807
$1.43M ﹤0.01%
46,469
+1,881
2808
$1.43M ﹤0.01%
127,372
+116,367
2809
$1.43M ﹤0.01%
129,308
+44,106
2810
$1.43M ﹤0.01%
132,079
+79,561
2811
$1.43M ﹤0.01%
106,195
-12,874
2812
$1.43M ﹤0.01%
55,758
-12,755
2813
$1.42M ﹤0.01%
29,713
+2,933
2814
$1.42M ﹤0.01%
228,999
+81,003
2815
$1.42M ﹤0.01%
79,808
-1,167
2816
$1.42M ﹤0.01%
94,884
-99,686
2817
$1.42M ﹤0.01%
51,759
+2,589
2818
$1.41M ﹤0.01%
32,224
-51,094
2819
$1.41M ﹤0.01%
48,386
-10,305
2820
$1.41M ﹤0.01%
16,167
+3,372
2821
$1.41M ﹤0.01%
20,845
-1,293
2822
$1.4M ﹤0.01%
94,884
+45,992
2823
$1.4M ﹤0.01%
85,526
-479
2824
$1.39M ﹤0.01%
90,226
+83,465
2825
$1.39M ﹤0.01%
402,906
-4,938