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
2926
$1.14M ﹤0.01%
38,812
+11,586
2927
$1.14M ﹤0.01%
5,470
+2,072
2928
$1.14M ﹤0.01%
+49,956
2929
$1.14M ﹤0.01%
517,543
-609,333
2930
$1.14M ﹤0.01%
38,199
+11,903
2931
$1.13M ﹤0.01%
45,061
+94
2932
$1.13M ﹤0.01%
88,920
-1,444,558
2933
$1.13M ﹤0.01%
62,058
+2,796
2934
$1.13M ﹤0.01%
14,041
+2,627
2935
$1.13M ﹤0.01%
16,787
+1,963
2936
$1.12M ﹤0.01%
15,067
-508
2937
$1.12M ﹤0.01%
20,652
+6,586
2938
$1.12M ﹤0.01%
53,667
+47,933
2939
$1.12M ﹤0.01%
12,710
+1,284
2940
$1.11M ﹤0.01%
15,959
+12,782
2941
$1.11M ﹤0.01%
18,323
-34,576
2942
$1.11M ﹤0.01%
24,456
-36,005
2943
$1.11M ﹤0.01%
124,147
+9,563
2944
$1.11M ﹤0.01%
25,801
-65,124
2945
$1.11M ﹤0.01%
27,177
-46,228
2946
$1.1M ﹤0.01%
81,217
+35,925
2947
$1.1M ﹤0.01%
30,776
-110,980
2948
$1.1M ﹤0.01%
33,209
-18,400
2949
$1.09M ﹤0.01%
60,384
-610
2950
$1.09M ﹤0.01%
380,353
+48,146