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
2801
$547K ﹤0.01%
+23,500
2802
$544K ﹤0.01%
+18,924
2803
$544K ﹤0.01%
12,074
-8,671
2804
$543K ﹤0.01%
14,529
-27,799
2805
$542K ﹤0.01%
37,080
-203,410
2806
$542K ﹤0.01%
31,795
+195
2807
$542K ﹤0.01%
15,736
+3,115
2808
$541K ﹤0.01%
49,434
-16,986
2809
$540K ﹤0.01%
+9,820
2810
$540K ﹤0.01%
20,172
+126
2811
$537K ﹤0.01%
8,930
-69,570
2812
$536K ﹤0.01%
119,069
-1,639
2813
$536K ﹤0.01%
89,999
-72
2814
$535K ﹤0.01%
52,232
-10,137
2815
$534K ﹤0.01%
23,480
+1,314
2816
$532K ﹤0.01%
9,652
+338
2817
$527K ﹤0.01%
+45,750
2818
$525K ﹤0.01%
11,753
-1,567
2819
$525K ﹤0.01%
10,013
-40,776
2820
$520K ﹤0.01%
24,416
+1,312
2821
$519K ﹤0.01%
+10,320
2822
$515K ﹤0.01%
18,719
+14,763
2823
$514K ﹤0.01%
17,089
+7,446
2824
$514K ﹤0.01%
62,352
-6,240
2825
$511K ﹤0.01%
+49,975