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
3051
$925K ﹤0.01%
62,473
-1,921
3052
$920K ﹤0.01%
20,302
+15,731
3053
$917K ﹤0.01%
54,167
+32,619
3054
$917K ﹤0.01%
24,936
+4,247
3055
$914K ﹤0.01%
16,247
+3,215
3056
$913K ﹤0.01%
80,568
-285,065
3057
$911K ﹤0.01%
288,987
-337,248
3058
$910K ﹤0.01%
24,131
-4,026
3059
$909K ﹤0.01%
180,111
-371,516
3060
$909K ﹤0.01%
46,018
-274,529
3061
$907K ﹤0.01%
46,123
-193,414
3062
$905K ﹤0.01%
64,187
+33,536
3063
$903K ﹤0.01%
152,917
+75,607
3064
$900K ﹤0.01%
59,018
+7,238
3065
$896K ﹤0.01%
43,025
+8,811
3066
$891K ﹤0.01%
23,680
-34,664
3067
$888K ﹤0.01%
49,312
-18,759
3068
$884K ﹤0.01%
37,725
+6,001
3069
$878K ﹤0.01%
6,430
-20,573
3070
$874K ﹤0.01%
123,064
+32,228
3071
$873K ﹤0.01%
18,776
+9,676
3072
$872K ﹤0.01%
38,182
+692
3073
$870K ﹤0.01%
80,191
+65,700
3074
$869K ﹤0.01%
34,644
-13,428
3075
$867K ﹤0.01%
71,664
-119,687