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
1401
$19.4M ﹤0.01%
1,298,021
+1,192,123
1402
$19.3M ﹤0.01%
1,746,015
-1,141,799
1403
$19.3M ﹤0.01%
207,031
-9,082
1404
$19.3M ﹤0.01%
1,088,027
+390,417
1405
$19.2M ﹤0.01%
544,750
-84,443
1406
$19.2M ﹤0.01%
389,417
-48,714
1407
$19.1M ﹤0.01%
1,147,479
+35,362
1408
$19.1M ﹤0.01%
240,727
+89,851
1409
$19M ﹤0.01%
1,655,269
+1,468,912
1410
$19M ﹤0.01%
471,266
-53,781
1411
$18.9M ﹤0.01%
363,133
+39,074
1412
$18.9M ﹤0.01%
216,957
+11,425
1413
$18.9M ﹤0.01%
1,110,375
+39,338
1414
$18.9M ﹤0.01%
930,523
-105,485
1415
$18.8M ﹤0.01%
228,454
-96,524
1416
$18.7M ﹤0.01%
626,762
-334,454
1417
$18.7M ﹤0.01%
281,182
+6,205
1418
$18.6M ﹤0.01%
380,586
-172,342
1419
$18.6M ﹤0.01%
867,564
+83,550
1420
$18.6M ﹤0.01%
243,911
+10,899
1421
$18.6M ﹤0.01%
572,827
+419,837
1422
$18.5M ﹤0.01%
224,747
-7,297
1423
$18.5M ﹤0.01%
335,074
+207,715
1424
$18.5M ﹤0.01%
407,233
+60,497
1425
$18.5M ﹤0.01%
1,030,052
+426,391