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
1601
$13.4M ﹤0.01%
555,206
+17,429
1602
$13.4M ﹤0.01%
532,855
+436,138
1603
$13.4M ﹤0.01%
35,903
+3,956
1604
$13.4M ﹤0.01%
452,967
+338,002
1605
$13.3M ﹤0.01%
1,112,667
+548,997
1606
$13.2M ﹤0.01%
120,190
+43,542
1607
$13.2M ﹤0.01%
2,050,523
+29,414
1608
$13.2M ﹤0.01%
1,185,722
+20,766
1609
$13.2M ﹤0.01%
500,637
+235,530
1610
$13.2M ﹤0.01%
129,031
+8,063
1611
$13.1M ﹤0.01%
286,449
-24,056
1612
$13.1M ﹤0.01%
115,811
-57,192
1613
$13.1M ﹤0.01%
162,236
+64,078
1614
$13M ﹤0.01%
226,747
-408,609
1615
$13M ﹤0.01%
97,227
+36,837
1616
$13M ﹤0.01%
164,950
-10,646
1617
$13M ﹤0.01%
904,397
-70,793
1618
$12.9M ﹤0.01%
389,885
-123,630
1619
$12.9M ﹤0.01%
186,548
-504,744
1620
$12.9M ﹤0.01%
896,798
-120,446
1621
$12.9M ﹤0.01%
393,743
+104,840
1622
$12.8M ﹤0.01%
790,778
+675,561
1623
$12.8M ﹤0.01%
243,772
+1,177
1624
$12.8M ﹤0.01%
117,476
+3,979
1625
$12.8M ﹤0.01%
565,265
-43,339