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
2901
$386K ﹤0.01%
5,064
+54
2902
$386K ﹤0.01%
+15,524
2903
$386K ﹤0.01%
9,657
+162
2904
$385K ﹤0.01%
+4,506
2905
$384K ﹤0.01%
22,400
-20,930
2906
$383K ﹤0.01%
+7,367
2907
$381K ﹤0.01%
11,800
+100
2908
$381K ﹤0.01%
22,775
+2,603
2909
$380K ﹤0.01%
13,890
-9,000
2910
$380K ﹤0.01%
12,536
+107
2911
$380K ﹤0.01%
78,568
-2,762
2912
$379K ﹤0.01%
1,352
-1,760
2913
$378K ﹤0.01%
12,402
2914
$378K ﹤0.01%
+14,436
2915
$377K ﹤0.01%
3,140,706
-2,673,969
2916
$375K ﹤0.01%
10,233
+83
2917
$373K ﹤0.01%
13,890
+400
2918
$367K ﹤0.01%
37,074
+19,989
2919
$365K ﹤0.01%
+15,346
2920
$363K ﹤0.01%
+9,880
2921
$361K ﹤0.01%
+17,058
2922
$357K ﹤0.01%
36,520
+10,898
2923
$357K ﹤0.01%
51,693
2924
$356K ﹤0.01%
100,000
-900
2925
$354K ﹤0.01%
12,398
+600