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
3101
$178K ﹤0.01%
+12,679
3102
$174K ﹤0.01%
14,850
-1,158
3103
$174K ﹤0.01%
49,036
+636
3104
$169K ﹤0.01%
11,887
-243,891
3105
$167K ﹤0.01%
14,159
-10,805
3106
$166K ﹤0.01%
12,892
-65,788
3107
$164K ﹤0.01%
+1,379
3108
$163K ﹤0.01%
24,340
-11,540
3109
$161K ﹤0.01%
12,981
3110
$160K ﹤0.01%
29,330
+3,800
3111
$159K ﹤0.01%
6,821
-90,135
3112
$155K ﹤0.01%
22,705
-10,694
3113
$151K ﹤0.01%
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3114
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8,734
3115
$148K ﹤0.01%
27,054
-368,414
3116
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+42,723
3117
$142K ﹤0.01%
54,459
+16,805
3118
$141K ﹤0.01%
12,561
-141
3119
$141K ﹤0.01%
11,404
-4,790
3120
$141K ﹤0.01%
3,306
3121
$140K ﹤0.01%
9,122
-420
3122
$137K ﹤0.01%
+1,332
3123
$136K ﹤0.01%
+1,154
3124
$134K ﹤0.01%
14,059
-1,629
3125
$132K ﹤0.01%
17,894
+414