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
426
$205M 0.04%
2,553,655
+1,538,669
427
$204M 0.04%
7,194,494
+217,930
428
$204M 0.04%
4,461,844
-38,006
429
$203M 0.04%
11,639,293
+2,371,210
430
$202M 0.04%
1,638,954
-202,576
431
$201M 0.04%
4,782,970
+2,027,430
432
$201M 0.04%
1,291,934
-275,756
433
$201M 0.04%
1,279,333
-94,330
434
$199M 0.04%
3,839,065
+299,747
435
$198M 0.04%
3,054,752
-382,780
436
$198M 0.04%
4,188,266
+944,953
437
$197M 0.04%
1,946,116
-1,175,107
438
$196M 0.04%
1,810,315
+648,126
439
$196M 0.04%
2,645,463
+17,536
440
$193M 0.04%
2,303,290
-1,458,116
441
$193M 0.04%
1,846,928
+64,878
442
$193M 0.04%
7,737,689
-1,979,799
443
$192M 0.04%
7,180,784
+2,603,289
444
$190M 0.04%
4,958,525
+733,082
445
$189M 0.04%
828,753
+634,401
446
$188M 0.04%
5,888,911
-96,408
447
$188M 0.04%
5,938,421
+181,633
448
$187M 0.04%
4,409,800
-598,790
449
$187M 0.04%
4,029,107
-5,746,973
450
$187M 0.04%
2,550,859
+65,612