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
2301
$3.67M ﹤0.01%
143,057
-64,680
2302
$3.67M ﹤0.01%
84,688
-51,671
2303
$3.66M ﹤0.01%
29,154
+7,868
2304
$3.65M ﹤0.01%
217,684
-4,312
2305
$3.64M ﹤0.01%
35,828
+8,064
2306
$3.64M ﹤0.01%
59,130
+1,025
2307
$3.63M ﹤0.01%
83,746
-46,900
2308
$3.63M ﹤0.01%
80,619
+14,296
2309
$3.62M ﹤0.01%
83,207
+78,140
2310
$3.61M ﹤0.01%
646,612
-3,650,885
2311
$3.6M ﹤0.01%
64,824
+9,237
2312
$3.6M ﹤0.01%
+58,013
2313
$3.6M ﹤0.01%
89,704
+88,827
2314
$3.6M ﹤0.01%
135,818
-28,815
2315
$3.59M ﹤0.01%
257,652
+16,863
2316
$3.56M ﹤0.01%
76,235
-47,856
2317
$3.56M ﹤0.01%
119,546
+35,168
2318
$3.55M ﹤0.01%
34,032
-9,998
2319
$3.55M ﹤0.01%
446,909
+219,081
2320
$3.54M ﹤0.01%
+64,333
2321
$3.54M ﹤0.01%
65,912
+4,488
2322
$3.53M ﹤0.01%
92,458
-2,930
2323
$3.52M ﹤0.01%
76,407
+27,536
2324
$3.52M ﹤0.01%
179,856
-396,145
2325
$3.52M ﹤0.01%
210,257
+6,767