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
1801
$9.34M ﹤0.01%
352,518
-24,447
1802
$9.34M ﹤0.01%
594,992
-11,146
1803
$9.25M ﹤0.01%
123,267
+38,824
1804
$9.23M ﹤0.01%
491,082
+50,310
1805
$9.23M ﹤0.01%
163,863
+26,073
1806
$9.22M ﹤0.01%
671,888
-1,563,958
1807
$9.21M ﹤0.01%
378,547
+16,509
1808
$9.19M ﹤0.01%
498,752
+412,272
1809
$9.17M ﹤0.01%
730,794
-288,997
1810
$9.16M ﹤0.01%
133,955
-8,977
1811
$9.15M ﹤0.01%
283,723
+2,747
1812
$9.15M ﹤0.01%
350,344
+347,860
1813
$9.14M ﹤0.01%
209,178
-247,222
1814
$9.12M ﹤0.01%
937,138
+453,702
1815
$9.11M ﹤0.01%
547,156
-7,157
1816
$9.11M ﹤0.01%
148,860
+3,616
1817
$9.09M ﹤0.01%
22,402
-1,968
1818
$9.06M ﹤0.01%
838,929
-403,234
1819
$9.06M ﹤0.01%
271,647
+34,626
1820
$9.01M ﹤0.01%
128,551
+20,306
1821
$9M ﹤0.01%
125,038
+72,222
1822
$9M ﹤0.01%
362,087
+11,949
1823
$9M ﹤0.01%
167,698
+57,170
1824
$8.99M ﹤0.01%
466,877
+185,967
1825
$8.99M ﹤0.01%
1,679,607
+1,478,907