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
3801
$142K ﹤0.01%
+17,803
3802
$142K ﹤0.01%
3,109
+83
3803
$142K ﹤0.01%
6,498
+700
3804
$142K ﹤0.01%
25,116
+7,485
3805
$141K ﹤0.01%
9,952
-95,395
3806
$140K ﹤0.01%
40,698
-40,980
3807
$140K ﹤0.01%
4,242
3808
$139K ﹤0.01%
604
-3,184
3809
$139K ﹤0.01%
4,538
+3,025
3810
$139K ﹤0.01%
1,385
+94
3811
$138K ﹤0.01%
8,824
-16,663
3812
$138K ﹤0.01%
9,265
+1,141
3813
$138K ﹤0.01%
8,456
-6,784
3814
$137K ﹤0.01%
5,117
+3,246
3815
$136K ﹤0.01%
5,112
-2,693
3816
$136K ﹤0.01%
8,792
-99,745
3817
$136K ﹤0.01%
2,012
+349
3818
$135K ﹤0.01%
9,142
+1,082
3819
$134K ﹤0.01%
4,433
3820
$134K ﹤0.01%
116
+78
3821
$133K ﹤0.01%
2,980
+25
3822
$133K ﹤0.01%
5,814
+42
3823
$133K ﹤0.01%
22,664
+21,008
3824
$132K ﹤0.01%
3,698
+3,278
3825
$132K ﹤0.01%
5,613
+3,329