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
101
$1.05B 0.2%
5,374,946
-506,740
102
$1.03B 0.2%
5,258,213
-61,017
103
$1.02B 0.2%
7,880,401
-313,439
104
$1.02B 0.2%
7,032,887
+3,690,162
105
$1.02B 0.19%
20,913,459
-3,933,058
106
$1.01B 0.19%
7,478,957
+984,124
107
$1.01B 0.19%
5,931,539
-227,104
108
$993M 0.19%
2,809,389
+246,886
109
$986M 0.19%
12,209,331
-2,143,283
110
$985M 0.19%
5,886,226
+1,832,163
111
$983M 0.19%
4,559,654
+1,207,885
112
$982M 0.19%
2,083,638
-55,011
113
$964M 0.18%
6,677,007
+2,283,177
114
$964M 0.18%
4,215,172
+1,278,857
115
$957M 0.18%
4,722,238
-383,142
116
$948M 0.18%
5,761,927
+43,529
117
$944M 0.18%
12,937,359
-63,909
118
$927M 0.18%
10,534,314
-1,577,436
119
$906M 0.17%
20,592,728
-1,482,278
120
$900M 0.17%
6,737,036
+63,629
121
$887M 0.17%
8,136,906
-359,608
122
$872M 0.17%
16,510,654
-162,153
123
$859M 0.16%
10,643,892
+3,451,474
124
$857M 0.16%
10,302,083
+758,429
125
$854M 0.16%
8,974,567
+1,714,344