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
3001
$281K ﹤0.01%
3,136
+177
3002
$280K ﹤0.01%
+9,141
3003
$280K ﹤0.01%
+15,990
3004
$279K ﹤0.01%
14,542
-114,855
3005
$279K ﹤0.01%
16,925
+900
3006
$279K ﹤0.01%
8,856
+1,344
3007
$278K ﹤0.01%
7,605
+1,092
3008
$277K ﹤0.01%
+4,618
3009
$276K ﹤0.01%
6,054
-1,481
3010
$276K ﹤0.01%
+26,029
3011
$275K ﹤0.01%
+9,298
3012
$275K ﹤0.01%
4,961
-126,585
3013
$273K ﹤0.01%
20,094
-481
3014
$273K ﹤0.01%
24,000
3015
$272K ﹤0.01%
15,114
-3,100
3016
$272K ﹤0.01%
30,400
-42,905
3017
$271K ﹤0.01%
9,798
-1,676
3018
$270K ﹤0.01%
9,742
-158
3019
$268K ﹤0.01%
82,735
-171,322
3020
$267K ﹤0.01%
5,237
+500
3021
$266K ﹤0.01%
11,100
3022
$266K ﹤0.01%
+7,545
3023
$265K ﹤0.01%
20,633
-17,932
3024
$265K ﹤0.01%
9,810
+1,050
3025
$265K ﹤0.01%
2,170
+576