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
4051
$67K ﹤0.01%
4,854
-16,525
4052
$67K ﹤0.01%
8,310
-5,886
4053
$67K ﹤0.01%
4,802
+591
4054
$66K ﹤0.01%
2,470
-13
4055
$66K ﹤0.01%
5,160
+635
4056
$66K ﹤0.01%
10,450
+5,846
4057
$66K ﹤0.01%
675
4058
$66K ﹤0.01%
8,782
+1,085
4059
$66K ﹤0.01%
2,522
4060
$66K ﹤0.01%
4,130
-1,910
4061
$66K ﹤0.01%
1,360
-21,846
4062
$66K ﹤0.01%
5,203
-192,027
4063
$65K ﹤0.01%
2,063
-76,813
4064
$65K ﹤0.01%
701
-153
4065
$65K ﹤0.01%
2,040
+1,040
4066
$65K ﹤0.01%
1,748
-561
4067
$65K ﹤0.01%
2,462
+434
4068
$64K ﹤0.01%
6,316
+776
4069
$64K ﹤0.01%
709
-15
4070
$64K ﹤0.01%
1,951
+241
4071
$63K ﹤0.01%
8,812
+1,086
4072
$63K ﹤0.01%
2,370
-307
4073
$63K ﹤0.01%
2,585
+318
4074
$63K ﹤0.01%
260
+32
4075
$63K ﹤0.01%
34,443
+5,999