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
1501
$16.3M ﹤0.01%
1,566,000
1502
$16.3M ﹤0.01%
864,124
+204,753
1503
$16.3M ﹤0.01%
130,521
-74,492
1504
$16.2M ﹤0.01%
1,575,788
1505
$16.2M ﹤0.01%
542,663
-1,308,289
1506
$16.2M ﹤0.01%
160,801
+160,000
1507
$16.1M ﹤0.01%
124,402
-36,293
1508
$16.1M ﹤0.01%
215,302
+12,901
1509
$16.1M ﹤0.01%
853,622
+167,410
1510
$16.1M ﹤0.01%
549,796
+46,480
1511
$16.1M ﹤0.01%
155,297
+8,692
1512
$16M ﹤0.01%
491,088
-30,161
1513
$16M ﹤0.01%
394,786
+16,176
1514
$16M ﹤0.01%
5,864,471
+5,864,168
1515
$15.9M ﹤0.01%
224,992
-107,654
1516
$15.9M ﹤0.01%
156,207
+57,194
1517
$15.9M ﹤0.01%
246,291
-96,655
1518
$15.8M ﹤0.01%
500,418
+434,511
1519
$15.8M ﹤0.01%
479,589
+207,480
1520
$15.7M ﹤0.01%
2,243,773
+58,993
1521
$15.7M ﹤0.01%
307,424
+33,920
1522
$15.6M ﹤0.01%
1,026,320
+659,372
1523
$15.6M ﹤0.01%
282,783
+24,151
1524
$15.5M ﹤0.01%
464,840
-297,587
1525
$15.5M ﹤0.01%
617,550
+407,527