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
3676
$203K ﹤0.01%
8,133
+4,017
3677
$203K ﹤0.01%
16,205
-77,952
3678
$202K ﹤0.01%
10,410
+2,302
3679
$201K ﹤0.01%
14,439
-7,088
3680
$199K ﹤0.01%
8,678
+4,415
3681
$199K ﹤0.01%
4,350
-12,283
3682
$199K ﹤0.01%
10,296
-288,607
3683
$199K ﹤0.01%
36,801
+12,061
3684
$198K ﹤0.01%
13,362
+3,831
3685
$197K ﹤0.01%
27,475
+1,224
3686
$197K ﹤0.01%
4,427
+3,425
3687
$196K ﹤0.01%
129,337
+1,781
3688
$195K ﹤0.01%
10,811
+1,333
3689
$194K ﹤0.01%
7,507
+1,223
3690
$194K ﹤0.01%
+12,572
3691
$193K ﹤0.01%
1,123
-21,623
3692
$193K ﹤0.01%
+57,212
3693
$191K ﹤0.01%
3,526
+410
3694
$191K ﹤0.01%
91,004
+20,365
3695
$191K ﹤0.01%
5,243
-4,101
3696
$191K ﹤0.01%
5,059
-665
3697
$190K ﹤0.01%
13,764
+2,905
3698
$190K ﹤0.01%
4,720
+2,133
3699
$190K ﹤0.01%
441
+142
3700
$188K ﹤0.01%
17,055
-13,913