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
3176
$693K ﹤0.01%
14,375
-2,872
3177
$692K ﹤0.01%
23,985
-9,027
3178
$692K ﹤0.01%
38,924
+15,946
3179
$691K ﹤0.01%
871,311
-1,923,133
3180
$684K ﹤0.01%
+66,405
3181
$681K ﹤0.01%
91,197
-164,585
3182
$680K ﹤0.01%
51,780
+17,238
3183
$677K ﹤0.01%
31,208
+486
3184
$676K ﹤0.01%
57,051
-5,077
3185
$675K ﹤0.01%
+75,000
3186
$675K ﹤0.01%
47,407
-15,093
3187
$672K ﹤0.01%
968
-1,677
3188
$670K ﹤0.01%
9,069
+373
3189
$670K ﹤0.01%
12,126
+313
3190
$669K ﹤0.01%
254,196
+115,956
3191
$668K ﹤0.01%
295,675
+147,987
3192
$666K ﹤0.01%
74,188
+16,685
3193
$665K ﹤0.01%
26,746
3194
$663K ﹤0.01%
+6,819
3195
$663K ﹤0.01%
41,476
+91
3196
$662K ﹤0.01%
9,653
-5,949
3197
$659K ﹤0.01%
66,229
-26,424
3198
$658K ﹤0.01%
8,506
+30
3199
$656K ﹤0.01%
7,453
+3,500
3200
$653K ﹤0.01%
83,362
+67,545