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
2101
$5.21M ﹤0.01%
58,530
+3,719
2102
$5.21M ﹤0.01%
67,819
-27,041
2103
$5.2M ﹤0.01%
636,293
+202,602
2104
$5.2M ﹤0.01%
117,053
-32,075
2105
$5.19M ﹤0.01%
528,459
+480,573
2106
$5.19M ﹤0.01%
169,740
-77,612
2107
$5.18M ﹤0.01%
235,977
-93,882
2108
$5.17M ﹤0.01%
324,145
-7,556
2109
$5.17M ﹤0.01%
142,450
-31,761
2110
$5.16M ﹤0.01%
346,066
+117,142
2111
$5.15M ﹤0.01%
424,846
+169,055
2112
$5.14M ﹤0.01%
83,470
+31,321
2113
$5.14M ﹤0.01%
204,127
-230,876
2114
$5.13M ﹤0.01%
191,724
-84,705
2115
$5.12M ﹤0.01%
346,262
-117,262
2116
$5.11M ﹤0.01%
267,053
-31,694
2117
$5.09M ﹤0.01%
386,748
+184,757
2118
$5.09M ﹤0.01%
110,926
+9,912
2119
$5.07M ﹤0.01%
183,646
+114,894
2120
$5.05M ﹤0.01%
446,545
-510,542
2121
$5.04M ﹤0.01%
131,099
+5,180
2122
$5.03M ﹤0.01%
82,742
+194
2123
$5.01M ﹤0.01%
211,129
-2,339,879
2124
$5.01M ﹤0.01%
32,103
-471,761
2125
$4.99M ﹤0.01%
351,825
+1,825