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
1951
$7.03M ﹤0.01%
175,362
-5,774
1952
$7.02M ﹤0.01%
253,683
+211,393
1953
$7.02M ﹤0.01%
335,007
-63,138
1954
$7.01M ﹤0.01%
328,070
-1,374,641
1955
$6.98M ﹤0.01%
254,659
-239,309
1956
$6.9M ﹤0.01%
351,322
+9,111
1957
$6.9M ﹤0.01%
126,602
-182,341
1958
$6.88M ﹤0.01%
603,408
+450,970
1959
$6.85M ﹤0.01%
844,107
-13,807
1960
$6.82M ﹤0.01%
49,246
-10,303
1961
$6.78M ﹤0.01%
2,104,439
+30,447
1962
$6.78M ﹤0.01%
928,023
+714,799
1963
$6.77M ﹤0.01%
82,332
+33,715
1964
$6.77M ﹤0.01%
130,353
+27,204
1965
$6.75M ﹤0.01%
182,210
+151,882
1966
$6.73M ﹤0.01%
206,346
-9,229
1967
$6.72M ﹤0.01%
249,370
+31,450
1968
$6.69M ﹤0.01%
2,397,702
+2,334,616
1969
$6.68M ﹤0.01%
291,095
-19,675
1970
$6.59M ﹤0.01%
158,720
+39,526
1971
$6.59M ﹤0.01%
386,772
+6,858
1972
$6.58M ﹤0.01%
83,099
-12,992
1973
$6.58M ﹤0.01%
472,072
+215,534
1974
$6.58M ﹤0.01%
147,330
+114,008
1975
$6.54M ﹤0.01%
89,892
-5,179