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
2251
$3.96M ﹤0.01%
162,213
-47,469
2252
$3.95M ﹤0.01%
87,674
-30,148
2253
$3.95M ﹤0.01%
+224,164
2254
$3.95M ﹤0.01%
204,976
+71,432
2255
$3.94M ﹤0.01%
104,339
-77,217
2256
$3.94M ﹤0.01%
84,688
-24,545
2257
$3.91M ﹤0.01%
16,389
+925
2258
$3.9M ﹤0.01%
53,702
+17,987
2259
$3.89M ﹤0.01%
78,718
-30,921
2260
$3.86M ﹤0.01%
297,327
-236,401
2261
$3.85M ﹤0.01%
168,466
+89,081
2262
$3.85M ﹤0.01%
116,047
+25,553
2263
$3.85M ﹤0.01%
283,908
+17,233
2264
$3.85M ﹤0.01%
362,843
+230,393
2265
$3.84M ﹤0.01%
197,444
+32,788
2266
$3.84M ﹤0.01%
79,624
+67,077
2267
$3.83M ﹤0.01%
160,128
+108,310
2268
$3.83M ﹤0.01%
67,713
+32,314
2269
$3.83M ﹤0.01%
1,039,438
+69,270
2270
$3.82M ﹤0.01%
224,121
-30,722
2271
$3.82M ﹤0.01%
633,526
+437,688
2272
$3.81M ﹤0.01%
84,806
+1,104
2273
$3.81M ﹤0.01%
67,514
+318
2274
$3.8M ﹤0.01%
625,174
+899
2275
$3.77M ﹤0.01%
129,354
-29,720