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
1451
$17.7M ﹤0.01%
541,740
-34,282
1452
$17.7M ﹤0.01%
826,552
+106,198
1453
$17.6M ﹤0.01%
466,387
+367,507
1454
$17.6M ﹤0.01%
55,196
-120,167
1455
$17.6M ﹤0.01%
565,652
+10,437
1456
$17.5M ﹤0.01%
703,593
-30,915
1457
$17.5M ﹤0.01%
380,775
+87,725
1458
$17.4M ﹤0.01%
258,797
+235,183
1459
$17.4M ﹤0.01%
433,959
+2,698
1460
$17.4M ﹤0.01%
317,079
+11,090
1461
$17.4M ﹤0.01%
2,468,185
-708,084
1462
$17.3M ﹤0.01%
654,790
-42,986
1463
$17.3M ﹤0.01%
359,099
+192,912
1464
$17.3M ﹤0.01%
852,016
-1,523,143
1465
$17.3M ﹤0.01%
819,232
-10,687
1466
$17.3M ﹤0.01%
347,940
-142,623
1467
$17.3M ﹤0.01%
216,365
-333,928
1468
$17.3M ﹤0.01%
397,167
-186,363
1469
$17.3M ﹤0.01%
1,296,246
+22,358
1470
$17.3M ﹤0.01%
361,745
+206,224
1471
$17.2M ﹤0.01%
122,145
-84,441
1472
$17.2M ﹤0.01%
420,331
-39,133
1473
$17.2M ﹤0.01%
280,908
-95,847
1474
$17.1M ﹤0.01%
2,313,340
+43,760
1475
$17.1M ﹤0.01%
476,741
-100,316