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
$398B
AUM Growth
+$10.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,697
New
Increased
Reduced
Closed

Top Buys

1 +$1.12B
2 +$863M
3 +$731M
4
GE icon
GE Aerospace
GE
+$665M
5
CPRI icon
Capri Holdings
CPRI
+$560M

Top Sells

1 +$1.18B
2 +$752M
3 +$557M
4
TWX
Time Warner Inc
TWX
+$525M
5
VZ icon
Verizon
VZ
+$466M

Sector Composition

1 Financials 13.25%
2 Healthcare 11.1%
3 Technology 10.77%
4 Industrials 8.25%
5 Consumer Discretionary 8.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$397M 0.09%
+4,465,415
227
$393M 0.09%
2,387,590
+982,730
228
$392M 0.09%
4,006,523
+623,268
229
$391M 0.09%
9,433,445
-83,440
230
$391M 0.09%
1,620,855
+716,749
231
$387M 0.09%
6,735,357
-937,829
232
$387M 0.09%
3,753,791
+1,362,628
233
$386M 0.09%
28,940,150
+2,266,400
234
$383M 0.09%
3,333,747
+24,897
235
$381M 0.09%
8,426,540
+195,765
236
$379M 0.09%
4,504,131
-152,813
237
$377M 0.09%
16,278,278
+2,582,160
238
$374M 0.09%
7,864,595
+877,821
239
$373M 0.09%
6,230,523
-1,470,787
240
$371M 0.09%
3,328,741
+37,451
241
$369M 0.09%
5,773,956
+1,392,733
242
$369M 0.09%
12,125,151
+205,832
243
$367M 0.09%
3,033,424
-388,659
244
$366M 0.09%
3,023,208
-281,940
245
$366M 0.09%
2,689,672
+136,329
246
$364M 0.09%
5,415,296
-716,122
247
$364M 0.09%
7,131,944
+5,116,711
248
$363M 0.09%
8,900,601
+1,159,644
249
$362M 0.09%
2,743,706
-136,267
250
$360M 0.09%
14,108,670
+1,140,951