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
1051
$37M 0.01%
1,290,936
-505,086
1052
$36.9M 0.01%
1,602,302
+830,477
1053
$36.8M 0.01%
1,361,623
+876,707
1054
$36.6M 0.01%
617,252
+64,158
1055
$36.6M 0.01%
1,370,545
+23,038
1056
$36.4M 0.01%
543,566
+55,730
1057
$36.4M 0.01%
963,763
+138,743
1058
$36.4M 0.01%
2,077,956
+1,776,164
1059
$36.3M 0.01%
507,778
-225,288
1060
$36.3M 0.01%
696,237
+79,533
1061
$36.2M 0.01%
706,296
-142,623
1062
$36.2M 0.01%
543,211
-45,532
1063
$36.1M 0.01%
569,552
-83,754
1064
$36.1M 0.01%
2,188,328
-44,570
1065
$35.8M 0.01%
597,282
+33,608
1066
$35.7M 0.01%
542,140
+265,018
1067
$35.7M 0.01%
823,911
+640,244
1068
$35.7M 0.01%
464,739
-29,295
1069
$35.6M 0.01%
970,096
-207,495
1070
$35.6M 0.01%
400,672
-57,970
1071
$35.6M 0.01%
928,675
-16,062
1072
$35.6M 0.01%
901,578
-305,365
1073
$35.4M 0.01%
464,365
-4,538
1074
$35.4M 0.01%
619,658
-52,354
1075
$35.4M 0.01%
1,469,837
+1,047,796