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
1001
$32M 0.01%
1,673,392
-20,786
1002
$31.9M 0.01%
1,767,733
-54,635
1003
$31.8M 0.01%
673,440
+33,520
1004
$31.6M 0.01%
2,223,895
-324,082
1005
$31.5M 0.01%
2,177,392
+205,925
1006
$31.5M 0.01%
466,973
+124,026
1007
$31.5M 0.01%
1,175,852
-167,946
1008
$31.4M 0.01%
1,863,950
+510,770
1009
$31.4M 0.01%
426,449
-78,798
1010
$31.4M 0.01%
733,980
-125,887
1011
$31.4M 0.01%
219,792
-26,155
1012
$31.2M 0.01%
121,911
-61,612
1013
$31.2M 0.01%
908,697
-1,528,331
1014
$31.1M 0.01%
2,295,285
-49,188
1015
$31.1M 0.01%
1,229,596
-88,957
1016
$31.1M 0.01%
734,822
-27,522
1017
$31M 0.01%
1,759,447
-93,468
1018
$30.8M 0.01%
464,443
-9,078
1019
$30.8M 0.01%
694,697
+680,248
1020
$30.8M 0.01%
989,064
-104,657
1021
$30.8M 0.01%
1,199,998
-113,647
1022
$30.8M 0.01%
1,565,048
-3,507,139
1023
$30.7M 0.01%
879,277
-220,982
1024
$30.7M 0.01%
1,607,332
+601,122
1025
$30.6M 0.01%
567,197
+125,948