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
1576
$13.9M ﹤0.01%
934,894
+9,982
1577
$13.8M ﹤0.01%
427,176
+257,605
1578
$13.8M ﹤0.01%
744,395
-11,534
1579
$13.8M ﹤0.01%
242,188
-10,501
1580
$13.8M ﹤0.01%
62,299
+41,844
1581
$13.8M ﹤0.01%
489,217
-8,124
1582
$13.8M ﹤0.01%
247,319
+167,404
1583
$13.8M ﹤0.01%
250,671
+55,628
1584
$13.8M ﹤0.01%
361,865
+48,188
1585
$13.7M ﹤0.01%
43,857
+13,398
1586
$13.7M ﹤0.01%
294,049
-219,119
1587
$13.7M ﹤0.01%
333,895
-106,698
1588
$13.7M ﹤0.01%
836,356
+136,122
1589
$13.7M ﹤0.01%
234,913
-318,896
1590
$13.6M ﹤0.01%
195,216
+113,022
1591
$13.6M ﹤0.01%
624,365
-144,858
1592
$13.6M ﹤0.01%
811,612
+36,287
1593
$13.6M ﹤0.01%
1,003,704
+309,406
1594
$13.5M ﹤0.01%
427,718
-484,826
1595
$13.5M ﹤0.01%
394,483
-171,803
1596
$13.4M ﹤0.01%
6,109,497
+50,580
1597
$13.4M ﹤0.01%
540,000
-7,100
1598
$13.4M ﹤0.01%
2,784,989
+2,404,352
1599
$13.4M ﹤0.01%
796,766
-792,210
1600
$13.4M ﹤0.01%
188,976
-42,015