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
1901
$7.72M ﹤0.01%
195,290
+33,745
1902
$7.69M ﹤0.01%
357,671
+153,657
1903
$7.69M ﹤0.01%
661,568
-28,365
1904
$7.62M ﹤0.01%
1,073,909
+22,833
1905
$7.62M ﹤0.01%
316,033
-234,081
1906
$7.58M ﹤0.01%
120,226
-1,401
1907
$7.58M ﹤0.01%
943,407
-394,816
1908
$7.57M ﹤0.01%
13,071
+2,772
1909
$7.56M ﹤0.01%
273,818
+148,157
1910
$7.55M ﹤0.01%
95,507
-114,450
1911
$7.55M ﹤0.01%
306,352
-17,377
1912
$7.55M ﹤0.01%
144,971
+23,919
1913
$7.54M ﹤0.01%
1,476,260
-2,216,211
1914
$7.54M ﹤0.01%
47,475
+541
1915
$7.52M ﹤0.01%
214,664
-81,522
1916
$7.51M ﹤0.01%
3,973
-4,934
1917
$7.51M ﹤0.01%
+312,976
1918
$7.5M ﹤0.01%
96,015
-12,283
1919
$7.5M ﹤0.01%
162,660
-11,877
1920
$7.49M ﹤0.01%
1,112,532
+185,508
1921
$7.46M ﹤0.01%
+149,700
1922
$7.44M ﹤0.01%
371,286
+286,094
1923
$7.44M ﹤0.01%
410,790
-1,970,711
1924
$7.43M ﹤0.01%
707,821
-1,413,395
1925
$7.43M ﹤0.01%
194,963
+480