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
2826
$509K ﹤0.01%
3,257
2827
$507K ﹤0.01%
38,495
+363
2828
$507K ﹤0.01%
11,376
-2,586
2829
$503K ﹤0.01%
+18,372
2830
$503K ﹤0.01%
24,911
+3,404
2831
$502K ﹤0.01%
24,750
+200
2832
$499K ﹤0.01%
8,793
-619
2833
$498K ﹤0.01%
16,019
-117,055
2834
$495K ﹤0.01%
15,238
-277
2835
$493K ﹤0.01%
+10,000
2836
$491K ﹤0.01%
46,069
2837
$487K ﹤0.01%
2,129
2838
$487K ﹤0.01%
21,000
2839
$485K ﹤0.01%
7,912
-3,588
2840
$484K ﹤0.01%
33,627
-8,155
2841
$483K ﹤0.01%
+103,493
2842
$483K ﹤0.01%
15,928
-270
2843
$483K ﹤0.01%
+35,020
2844
$482K ﹤0.01%
9,368
+551
2845
$482K ﹤0.01%
6,292
+2,802
2846
$479K ﹤0.01%
8,727
2847
$479K ﹤0.01%
17,688
+845
2848
$479K ﹤0.01%
79,815
+62,950
2849
$475K ﹤0.01%
17,625
+906
2850
$474K ﹤0.01%
53,760
-364