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
3251
$601K ﹤0.01%
16,807
+11,936
3252
$600K ﹤0.01%
8,763
+1,076
3253
$595K ﹤0.01%
15,376
+4,020
3254
$591K ﹤0.01%
22,906
+1,275
3255
$590K ﹤0.01%
5,495
+2,400
3256
$587K ﹤0.01%
39,511
+25,374
3257
$586K ﹤0.01%
12,458
+1,534
3258
$585K ﹤0.01%
+19,802
3259
$582K ﹤0.01%
149,656
+141,556
3260
$581K ﹤0.01%
18,712
+609
3261
$581K ﹤0.01%
14,710
-73,395
3262
$580K ﹤0.01%
28,633
+1,500
3263
$578K ﹤0.01%
12,278
+783
3264
$577K ﹤0.01%
110,896
-134,319
3265
$575K ﹤0.01%
10,986
+3,726
3266
$574K ﹤0.01%
25,778
+1,323
3267
$573K ﹤0.01%
18,150
+168
3268
$572K ﹤0.01%
150,703
-48,220
3269
$571K ﹤0.01%
13,974
+11,813
3270
$569K ﹤0.01%
3,997
+1,295
3271
$565K ﹤0.01%
14,388
3272
$565K ﹤0.01%
10,668
-64
3273
$565K ﹤0.01%
11,746
+3,198
3274
$564K ﹤0.01%
99,083
+19,847
3275
$563K ﹤0.01%
20,669
+3,469