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
2576
$1.01M ﹤0.01%
21,860
-14,826
2577
$1.01M ﹤0.01%
116,373
-185,936
2578
$1.01M ﹤0.01%
40,743
+916
2579
$1.01M ﹤0.01%
19,628
2580
$1.01M ﹤0.01%
36,643
-30,325
2581
$1M ﹤0.01%
+51,462
2582
$997K ﹤0.01%
64,788
-1,985
2583
$997K ﹤0.01%
+47,675
2584
$993K ﹤0.01%
13,440
+8,378
2585
$993K ﹤0.01%
55,752
-987,814
2586
$990K ﹤0.01%
29,065
-21,967
2587
$986K ﹤0.01%
108,257
+90,060
2588
$985K ﹤0.01%
+169,013
2589
$981K ﹤0.01%
+135,704
2590
$979K ﹤0.01%
89,190
+47,877
2591
$977K ﹤0.01%
13,779
-64,521
2592
$976K ﹤0.01%
130,120
-4,200
2593
$975K ﹤0.01%
38,397
+1,099
2594
$975K ﹤0.01%
19,629
-12,119
2595
$974K ﹤0.01%
+35,071
2596
$973K ﹤0.01%
97,643
-385,994
2597
$972K ﹤0.01%
+35,087
2598
$965K ﹤0.01%
47,466
-57,955
2599
$964K ﹤0.01%
55,770
-750,645
2600
$963K ﹤0.01%
25,911
-271