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
3976
$85K ﹤0.01%
3,278
-4,054
3977
$85K ﹤0.01%
+1,294
3978
$85K ﹤0.01%
7,197
+767
3979
$84K ﹤0.01%
10,406
+6,046
3980
$84K ﹤0.01%
31,982
+3,917
3981
$84K ﹤0.01%
3,051
+2,324
3982
$84K ﹤0.01%
4,384
+2,057
3983
$83K ﹤0.01%
2,468
+1,639
3984
$83K ﹤0.01%
4,882
3985
$83K ﹤0.01%
2,548
-8
3986
$83K ﹤0.01%
588
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3987
$83K ﹤0.01%
4,800
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3988
$83K ﹤0.01%
3,600
-399
3989
$83K ﹤0.01%
12,024
-42,150
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$83K ﹤0.01%
4,405
-1,648
3991
$83K ﹤0.01%
8,196
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3992
$82K ﹤0.01%
1,500
3993
$82K ﹤0.01%
2,596
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3994
$82K ﹤0.01%
3,350
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3995
$80K ﹤0.01%
6,097
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3996
$80K ﹤0.01%
4,170
-1,139
3997
$80K ﹤0.01%
2,406
+342
3998
$80K ﹤0.01%
6,128
-9,100
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$79K ﹤0.01%
1,812
-3,540
4000
$79K ﹤0.01%
2,213
+273