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
1301
$23.5M ﹤0.01%
608,278
+38,149
1302
$23.3M ﹤0.01%
641,709
+57,508
1303
$23.3M ﹤0.01%
388,230
+11,782
1304
$23.3M ﹤0.01%
258,269
-4,936
1305
$23.3M ﹤0.01%
124,949
+35,100
1306
$23.3M ﹤0.01%
1,018,686
+482,356
1307
$23.3M ﹤0.01%
579,530
-557,369
1308
$23.1M ﹤0.01%
707,462
-3,289
1309
$23.1M ﹤0.01%
466,044
+374,976
1310
$23.1M ﹤0.01%
276,614
+2,366
1311
$23M ﹤0.01%
332,184
+2,395
1312
$23M ﹤0.01%
807,783
+365,467
1313
$22.9M ﹤0.01%
802,702
-61,216
1314
$22.9M ﹤0.01%
567,237
+368,819
1315
$22.9M ﹤0.01%
430,245
+245,029
1316
$22.7M ﹤0.01%
604,246
+31,328
1317
$22.7M ﹤0.01%
323,713
+175,861
1318
$22.6M ﹤0.01%
443,716
+346,939
1319
$22.6M ﹤0.01%
727,523
+23,070
1320
$22.5M ﹤0.01%
1,136,650
-531,526
1321
$22.5M ﹤0.01%
1,003,301
+288,045
1322
$22.4M ﹤0.01%
374,344
+3,187
1323
$22.4M ﹤0.01%
996,000
1324
$22.4M ﹤0.01%
1,776,390
-880,566
1325
$22.4M ﹤0.01%
108,047
+42,177