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
3101
$820K ﹤0.01%
33,456
+11,729
3102
$815K ﹤0.01%
23,835
+4,940
3103
$814K ﹤0.01%
121,587
+112,697
3104
$807K ﹤0.01%
10,299
-68,737
3105
$805K ﹤0.01%
14,519
-2,011
3106
$802K ﹤0.01%
15,886
-820
3107
$800K ﹤0.01%
106,041
-26,826
3108
$798K ﹤0.01%
12,239
+1,786
3109
$798K ﹤0.01%
+30,025
3110
$797K ﹤0.01%
82,832
-20,779
3111
$794K ﹤0.01%
36,087
+10,486
3112
$794K ﹤0.01%
25,235
+11,514
3113
$790K ﹤0.01%
34,282
+2,631
3114
$787K ﹤0.01%
55,593
+34,144
3115
$786K ﹤0.01%
47,157
+43,670
3116
$782K ﹤0.01%
67,782
-15,396
3117
$780K ﹤0.01%
85,212
+1,639
3118
$777K ﹤0.01%
22,187
+15,378
3119
$777K ﹤0.01%
4,281
+1,907
3120
$769K ﹤0.01%
9,614
-4,400
3121
$768K ﹤0.01%
185,431
+168,733
3122
$767K ﹤0.01%
40,368
-21,522
3123
$767K ﹤0.01%
14,186
+3,631
3124
$765K ﹤0.01%
57,445
+44,764
3125
$764K ﹤0.01%
25,853
-3,133