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
1226
$20M ﹤0.01%
292,699
+3,025
1227
$20M ﹤0.01%
350,050
+37,100
1228
$20M ﹤0.01%
189,047
+23,889
1229
$20M ﹤0.01%
436,904
+78,672
1230
$20M ﹤0.01%
511,598
-8,413
1231
$19.9M ﹤0.01%
1,135,288
-1,311,454
1232
$19.9M ﹤0.01%
746,028
+411,387
1233
$19.9M ﹤0.01%
448,391
-89,602
1234
$19.9M ﹤0.01%
576,905
+71,023
1235
$19.8M ﹤0.01%
188,673
-330
1236
$19.8M ﹤0.01%
598,988
+12,804
1237
$19.8M ﹤0.01%
814,617
-4,885,363
1238
$19.7M ﹤0.01%
322,477
+25,691
1239
$19.6M ﹤0.01%
879,654
-30,244
1240
$19.6M ﹤0.01%
691,694
+223,950
1241
$19.6M ﹤0.01%
594,534
-58,842
1242
$19.5M ﹤0.01%
250,059
+119,387
1243
$19.5M ﹤0.01%
641,817
+409,144
1244
$19.5M ﹤0.01%
2,179,942
-30,599
1245
$19.5M ﹤0.01%
331,303
-89,039
1246
$19.4M ﹤0.01%
524,398
-872,857
1247
$19.4M ﹤0.01%
248,171
-120,328
1248
$19.3M ﹤0.01%
579,314
+243,087
1249
$19.3M ﹤0.01%
828,428
-172,366
1250
$19.3M ﹤0.01%
632,800
-37,811