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
2826
$1.38M ﹤0.01%
23,622
+1,890
2827
$1.37M ﹤0.01%
20,683
+5,350
2828
$1.37M ﹤0.01%
18,958
2829
$1.37M ﹤0.01%
48,517
+48,317
2830
$1.37M ﹤0.01%
17,442
+14,445
2831
$1.37M ﹤0.01%
131,895
+19,054
2832
$1.36M ﹤0.01%
27,174
+1,301
2833
$1.36M ﹤0.01%
82,146
-132,717
2834
$1.35M ﹤0.01%
140,241
-31,255
2835
$1.35M ﹤0.01%
4,222
-2,898
2836
$1.35M ﹤0.01%
38,358
-77,706
2837
$1.35M ﹤0.01%
19,445
+14,725
2838
$1.35M ﹤0.01%
30,186
-4,302
2839
$1.34M ﹤0.01%
469,600
-289,538
2840
$1.33M ﹤0.01%
19,331
+15,335
2841
$1.33M ﹤0.01%
101,599
+93,439
2842
$1.32M ﹤0.01%
55,993
+900
2843
$1.32M ﹤0.01%
26,325
-44,258
2844
$1.32M ﹤0.01%
464,827
-139,403
2845
$1.32M ﹤0.01%
14,372
-30,567
2846
$1.32M ﹤0.01%
18,032
+8,502
2847
$1.31M ﹤0.01%
65,673
-758
2848
$1.31M ﹤0.01%
25,803
-2,622
2849
$1.3M ﹤0.01%
80,263
+14,904
2850
$1.3M ﹤0.01%
26,193
-55,879