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
876
$41.6M 0.01%
766,288
+110,527
877
$41.6M 0.01%
33,016
-2,340
878
$41.6M 0.01%
625,031
+51,035
879
$41.6M 0.01%
2,095,355
+154,062
880
$41.3M 0.01%
898,712
+338,135
881
$41.2M 0.01%
954,100
-83,365
882
$41.1M 0.01%
733,723
+33,722
883
$41M 0.01%
673,047
+125,218
884
$41M 0.01%
2,538,321
+166,408
885
$40.9M 0.01%
3,198,303
-730,800
886
$40.7M 0.01%
792,247
-175,225
887
$40.6M 0.01%
535,902
+100,750
888
$40.4M 0.01%
1,949,854
-866,709
889
$40.4M 0.01%
450,681
-14,786
890
$40.4M 0.01%
1,095,627
+18,135
891
$40.2M 0.01%
2,130,839
+1,284,472
892
$40.2M 0.01%
2,675,002
+745,414
893
$40.2M 0.01%
1,663,232
-15,078
894
$40.1M 0.01%
1,790,584
-230,235
895
$40M 0.01%
1,206,245
+22,502
896
$39.9M 0.01%
280,972
+32,365
897
$39.8M 0.01%
531,678
-44,075
898
$39.7M 0.01%
413,628
+169,202
899
$39.6M 0.01%
881,972
+113,672
900
$39.5M 0.01%
639,903
-140,068