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
1326
$16.6M ﹤0.01%
1,472,089
-36,735
1327
$16.6M ﹤0.01%
349,370
-421,800
1328
$16.5M ﹤0.01%
399,035
-138,287
1329
$16.4M ﹤0.01%
470,476
-78,777
1330
$16.4M ﹤0.01%
220,671
+300
1331
$16.4M ﹤0.01%
1,392,111
-19,215
1332
$16.3M ﹤0.01%
1,367,893
-4,057
1333
$16.3M ﹤0.01%
373,467
-474,101
1334
$16.3M ﹤0.01%
303,711
-58,958
1335
$16.2M ﹤0.01%
327,410
-118,838
1336
$16.2M ﹤0.01%
2,564,784
-34,517
1337
$16.2M ﹤0.01%
534,884
+56,578
1338
$16.2M ﹤0.01%
+807,619
1339
$16.1M ﹤0.01%
126,375
-110,496
1340
$16.1M ﹤0.01%
994,353
-1,392
1341
$16.1M ﹤0.01%
669,248
-33,197
1342
$16.1M ﹤0.01%
+718,593
1343
$16M ﹤0.01%
310,273
+59,879
1344
$15.9M ﹤0.01%
410,633
+4,024
1345
$15.9M ﹤0.01%
452,616
-93,667
1346
$15.9M ﹤0.01%
268,859
+177,611
1347
$15.8M ﹤0.01%
1,737,081
-8,249
1348
$15.8M ﹤0.01%
330,103
+115,262
1349
$15.8M ﹤0.01%
428,317
-95,811
1350
$15.8M ﹤0.01%
325,324
-18,852