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
2676
$787K ﹤0.01%
+35,400
2677
$787K ﹤0.01%
14,373
+700
2678
$786K ﹤0.01%
17,705
+1,483
2679
$786K ﹤0.01%
60,545
+5,810
2680
$786K ﹤0.01%
6,000
-58,628
2681
$784K ﹤0.01%
13,225
-2,415
2682
$783K ﹤0.01%
79,432
-2,302
2683
$781K ﹤0.01%
15,997
+5,931
2684
$779K ﹤0.01%
20,983
+2,000
2685
$777K ﹤0.01%
17,525
+8,605
2686
$777K ﹤0.01%
29,595
-1,100
2687
$776K ﹤0.01%
65,283
+35,344
2688
$776K ﹤0.01%
8,975
-11,685
2689
$774K ﹤0.01%
59,715
+6,261
2690
$768K ﹤0.01%
74,061
-930
2691
$766K ﹤0.01%
21,579
+2,333
2692
$765K ﹤0.01%
21,508
+1,200
2693
$764K ﹤0.01%
24,832
+7,724
2694
$760K ﹤0.01%
+32,688
2695
$759K ﹤0.01%
42,178
+11,560
2696
$757K ﹤0.01%
27,965
+1,476
2697
$757K ﹤0.01%
73,896
2698
$756K ﹤0.01%
14,544
-1,386
2699
$755K ﹤0.01%
182,240
-2,769
2700
$752K ﹤0.01%
20,543
-1,656