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
2851
$1.3M ﹤0.01%
86,994
+1,900
2852
$1.3M ﹤0.01%
267,417
+165,555
2853
$1.29M ﹤0.01%
148,865
+7,207
2854
$1.29M ﹤0.01%
45,849
-35,821
2855
$1.29M ﹤0.01%
17,298
-14,613
2856
$1.28M ﹤0.01%
23,679
-1,002
2857
$1.28M ﹤0.01%
34,082
+2,600
2858
$1.28M ﹤0.01%
107,694
+21,787
2859
$1.28M ﹤0.01%
12,076
-10,711
2860
$1.28M ﹤0.01%
28,051
-71,791
2861
$1.28M ﹤0.01%
67,204
+59,204
2862
$1.28M ﹤0.01%
61,566
-40,145
2863
$1.28M ﹤0.01%
264,488
+12,800
2864
$1.28M ﹤0.01%
31,772
+24,672
2865
$1.27M ﹤0.01%
37,071
-10,549
2866
$1.27M ﹤0.01%
20,432
+15,837
2867
$1.27M ﹤0.01%
22,743
+513
2868
$1.27M ﹤0.01%
32,097
+198
2869
$1.27M ﹤0.01%
23,553
+1,539
2870
$1.27M ﹤0.01%
79,408
+13,000
2871
$1.27M ﹤0.01%
35,010
-66,859
2872
$1.27M ﹤0.01%
25,772
+5,767
2873
$1.27M ﹤0.01%
98,188
-99,392
2874
$1.27M ﹤0.01%
152,682
+141,581
2875
$1.27M ﹤0.01%
32,362
-7,034