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
3301
$519K ﹤0.01%
14,387
-129
3302
$517K ﹤0.01%
10,883
-2,960
3303
$515K ﹤0.01%
33,373
+22,482
3304
$513K ﹤0.01%
14,357
-23,194
3305
$512K ﹤0.01%
32,417
+4,012
3306
$512K ﹤0.01%
20,680
3307
$511K ﹤0.01%
2,094
-37,609
3308
$510K ﹤0.01%
16,124
+2,135
3309
$507K ﹤0.01%
36,136
+4,268
3310
$507K ﹤0.01%
8,239
+33
3311
$506K ﹤0.01%
181,355
+29,221
3312
$506K ﹤0.01%
137,349
+83,361
3313
$505K ﹤0.01%
14,131
+5,000
3314
$503K ﹤0.01%
+12,500
3315
$503K ﹤0.01%
13,545
-136,515
3316
$503K ﹤0.01%
24,264
-25,674
3317
$502K ﹤0.01%
21,177
-504,698
3318
$502K ﹤0.01%
+53,321
3319
$500K ﹤0.01%
23,414
+11,526
3320
$500K ﹤0.01%
9,122
+817
3321
$497K ﹤0.01%
27,237
-658,062
3322
$497K ﹤0.01%
40,030
+38,024
3323
$495K ﹤0.01%
22,530
-39,912
3324
$492K ﹤0.01%
52,845
+10,135
3325
$492K ﹤0.01%
89,550
-87,995