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
1126
$24.6M 0.01%
1,562,914
-63,090
1127
$24.6M 0.01%
273,002
+71,850
1128
$24.5M 0.01%
1,928,840
+196,923
1129
$24.5M 0.01%
2,255,662
-69,517
1130
$24.3M 0.01%
3,525,687
+1,616,803
1131
$24.3M 0.01%
2,633,728
-56,605
1132
$24.2M 0.01%
384,442
-82,428
1133
$24.1M 0.01%
687,626
+178,610
1134
$24.1M 0.01%
652,089
+386,467
1135
$24.1M 0.01%
360,949
-13,772
1136
$24.1M 0.01%
311,360
-17,562
1137
$23.9M 0.01%
2,187,779
-14,296
1138
$23.8M 0.01%
239,330
-95,736
1139
$23.8M 0.01%
752,028
+85,228
1140
$23.7M 0.01%
302,179
-50,971
1141
$23.7M 0.01%
957,478
+7,669
1142
$23.7M 0.01%
487,235
-16,216
1143
$23.6M 0.01%
405,734
+400,937
1144
$23.6M 0.01%
387,228
+3,118
1145
$23.5M 0.01%
1,112,598
+71,477
1146
$23.5M 0.01%
2,340,540
-438,741
1147
$23.5M 0.01%
591,675
+206,266
1148
$23.4M 0.01%
7,093,797
+332,720
1149
$23.4M 0.01%
1,401,022
1150
$23.4M 0.01%
869,422
+10,376