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
1376
$20.2M ﹤0.01%
1,337,041
-84,810
1377
$20.1M ﹤0.01%
1,648,059
-184,976
1378
$20.1M ﹤0.01%
579,748
+200,969
1379
$20M ﹤0.01%
389,253
+255,312
1380
$20M ﹤0.01%
81,014
+3,370
1381
$20M ﹤0.01%
452,757
-74,730
1382
$19.9M ﹤0.01%
451,313
+8,190
1383
$19.9M ﹤0.01%
520,631
+161,645
1384
$19.9M ﹤0.01%
283,968
-537,376
1385
$19.8M ﹤0.01%
256,626
+64,818
1386
$19.7M ﹤0.01%
616,887
-72,672
1387
$19.7M ﹤0.01%
314,272
-1,910
1388
$19.7M ﹤0.01%
345,335
-19,619
1389
$19.7M ﹤0.01%
633,854
+145,959
1390
$19.6M ﹤0.01%
740,378
-336,696
1391
$19.6M ﹤0.01%
198,314
-664,979
1392
$19.5M ﹤0.01%
489,544
+117,010
1393
$19.5M ﹤0.01%
79,902
+11,928
1394
$19.5M ﹤0.01%
409,116
-49,107
1395
$19.5M ﹤0.01%
285,054
+61,477
1396
$19.5M ﹤0.01%
2,296,444
-222,084
1397
$19.5M ﹤0.01%
1,012,453
-159,322
1398
$19.5M ﹤0.01%
434,806
+54,489
1399
$19.4M ﹤0.01%
386,835
+216,138
1400
$19.4M ﹤0.01%
296,043
+196,429