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
3126
$761K ﹤0.01%
43,625
-54,412
3127
$759K ﹤0.01%
57,866
-2,864
3128
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31,792
-128
3129
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29,670
-55,811
3130
$751K ﹤0.01%
39,404
-216
3131
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3132
$750K ﹤0.01%
267,874
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3133
$750K ﹤0.01%
121,422
-114,222
3134
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+27,611
3135
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30,138
-27,690
3137
$742K ﹤0.01%
54,536
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3138
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13,798
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58,168
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3140
$740K ﹤0.01%
24,882
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$740K ﹤0.01%
14,895
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3142
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51,190
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3143
$738K ﹤0.01%
87,928
-75,371
3144
$738K ﹤0.01%
183,753
+12,501
3145
$737K ﹤0.01%
23,812
+16,900
3146
$735K ﹤0.01%
22,600
-8,601
3147
$732K ﹤0.01%
9,276
-106
3148
$730K ﹤0.01%
81,563
+31,658
3149
$730K ﹤0.01%
21,259
-13,896
3150
$729K ﹤0.01%
53,364
-21,553