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
1076
$27.5M 0.01%
402,707
+26,006
1077
$27.5M 0.01%
553,921
+347,645
1078
$27.4M 0.01%
151,874
-4,771
1079
$27.4M 0.01%
1,093,239
+705,818
1080
$27.3M 0.01%
687,300
+59,500
1081
$27.3M 0.01%
1,289,368
-109,552
1082
$27.2M 0.01%
647,700
+204,730
1083
$27.1M 0.01%
1,378,835
-51,448
1084
$27M 0.01%
672,497
-671,723
1085
$27M 0.01%
1,961,180
-843,720
1086
$27M 0.01%
1,927,264
+266,174
1087
$26.9M 0.01%
1,421,330
+594,240
1088
$26.8M 0.01%
1,379,087
-90,999
1089
$26.8M 0.01%
331,348
+74,044
1090
$26.8M 0.01%
423,270
+58,470
1091
$26.7M 0.01%
304,123
+115,976
1092
$26.7M 0.01%
351,123
-952,284
1093
$26.7M 0.01%
3,918,695
+1,176,044
1094
$26.6M 0.01%
14,955
+1,852
1095
$26.6M 0.01%
3,175,163
+21,089
1096
$26.5M 0.01%
200,753
-198,446
1097
$26.5M 0.01%
273,247
-74,283
1098
$26.4M 0.01%
503,601
-16,586
1099
$26.4M 0.01%
831,844
+11,476
1100
$26.4M 0.01%
208,936
-67,364