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
1851
$8.49M ﹤0.01%
56,277
-21,968
1852
$8.46M ﹤0.01%
165,729
-35,800
1853
$8.44M ﹤0.01%
204,589
+2,317
1854
$8.43M ﹤0.01%
338,808
+8,153
1855
$8.41M ﹤0.01%
77,923
-229,923
1856
$8.41M ﹤0.01%
140,287
+25,422
1857
$8.41M ﹤0.01%
399,885
-15,593
1858
$8.38M ﹤0.01%
62,788
+1,953
1859
$8.38M ﹤0.01%
600,287
-171,636
1860
$8.37M ﹤0.01%
298,480
-29,470
1861
$8.35M ﹤0.01%
18,455
-24,738
1862
$8.35M ﹤0.01%
870,116
-8,056
1863
$8.34M ﹤0.01%
124,151
-170,367
1864
$8.33M ﹤0.01%
227,307
-59,616
1865
$8.32M ﹤0.01%
198,730
-144,040
1866
$8.32M ﹤0.01%
126,309
-247,070
1867
$8.32M ﹤0.01%
379,791
-7,700
1868
$8.3M ﹤0.01%
301,299
-123,777
1869
$8.3M ﹤0.01%
278,911
+74,745
1870
$8.25M ﹤0.01%
662,508
-562,883
1871
$8.24M ﹤0.01%
51,180
+12,033
1872
$8.17M ﹤0.01%
221,431
+5,991
1873
$8.16M ﹤0.01%
47,620
+33,241
1874
$8.15M ﹤0.01%
111,530
+24,059
1875
$8.15M ﹤0.01%
770,704
+763,948