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
3326
-23,038
3327
-125,453
3328
-33,455
3329
-6,913
3330
-100,833
3331
-3,220
3332
-1,722,211
3333
-48,314
3334
-151,586
3335
-48,525
3336
-41,536
3337
-13,500
3338
-12,258
3339
-315,721
3340
-32,410
3341
-2,302
3342
-13,823
3343
-194,760
3344
-123,744
3345
-3,275
3346
-54,818
3347
-50,591
3348
-22,574
3349
-2,241,284
3350
-19,998