JP Morgan Chase

JP Morgan Chase 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
3901
$106K ﹤0.01%
8,747
-5,738
3902
$106K ﹤0.01%
+33,105
3903
$106K ﹤0.01%
7,561
+6,461
3904
$105K ﹤0.01%
3,284
+238
3905
$105K ﹤0.01%
10,650
+1,314
3906
$105K ﹤0.01%
3,233
3907
$105K ﹤0.01%
1,927
+238
3908
$104K ﹤0.01%
5,729
+2,015
3909
$104K ﹤0.01%
7,333
+1,084
3910
$104K ﹤0.01%
1,693
+274
3911
$104K ﹤0.01%
21,792
-558,534
3912
$104K ﹤0.01%
22,561
-22,725
3913
$104K ﹤0.01%
4,737
-8,199
3914
$103K ﹤0.01%
3,125
+500
3915
$103K ﹤0.01%
4,408
+413
3916
$103K ﹤0.01%
9,247
-66,388
3917
$103K ﹤0.01%
7,269
+5,721
3918
$102K ﹤0.01%
3,278
+720
3919
$102K ﹤0.01%
5,110
-625
3920
$102K ﹤0.01%
5,088
-153,449
3921
$101K ﹤0.01%
4,209
+519
3922
$101K ﹤0.01%
19,466
+7,749
3923
$101K ﹤0.01%
2,349
+316
3924
$100K ﹤0.01%
7,802
+949
3925
$100K ﹤0.01%
4,962