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
1426
$13.7M ﹤0.01%
322,514
+34,068
1427
$13.7M ﹤0.01%
599,982
+467,082
1428
$13.7M ﹤0.01%
294,397
+67,649
1429
$13.7M ﹤0.01%
483,766
+194,814
1430
$13.7M ﹤0.01%
260,949
+206,500
1431
$13.6M ﹤0.01%
615,121
-281,472
1432
$13.6M ﹤0.01%
500,852
+500
1433
$13.5M ﹤0.01%
935,216
+31,631
1434
$13.5M ﹤0.01%
73,393
-16,116
1435
$13.5M ﹤0.01%
988,058
-69,695
1436
$13.5M ﹤0.01%
536,436
-30,952
1437
$13.5M ﹤0.01%
179,465
+80,601
1438
$13.5M ﹤0.01%
1,442,224
-42,921
1439
$13.5M ﹤0.01%
337,743
+29,734
1440
$13.5M ﹤0.01%
621,025
-24,073
1441
$13.4M ﹤0.01%
+53,951
1442
$13.4M ﹤0.01%
437,258
-6,699
1443
$13.4M ﹤0.01%
448,769
+422,969
1444
$13.4M ﹤0.01%
300,616
-63,976
1445
$13.4M ﹤0.01%
340,832
-130,813
1446
$13.3M ﹤0.01%
322,554
+49,613
1447
$13.3M ﹤0.01%
690,076
-198,097
1448
$13.2M ﹤0.01%
497,898
-68,697
1449
$13.2M ﹤0.01%
745,077
-340,590
1450
$13.2M ﹤0.01%
150,110
-155