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
1501
$12M ﹤0.01%
490,790
+33,676
1502
$12M ﹤0.01%
1,183,275
-307,671
1503
$11.9M ﹤0.01%
+259,186
1504
$11.8M ﹤0.01%
343,679
+8,634
1505
$11.8M ﹤0.01%
523,045
-377,609
1506
$11.7M ﹤0.01%
358,734
-255,445
1507
$11.7M ﹤0.01%
459,151
-27,939
1508
$11.7M ﹤0.01%
589,749
-3,421
1509
$11.6M ﹤0.01%
707,805
-5,367
1510
$11.6M ﹤0.01%
485,455
+66,450
1511
$11.6M ﹤0.01%
226,030
-48,494
1512
$11.5M ﹤0.01%
+340,441
1513
$11.5M ﹤0.01%
305,896
+64,971
1514
$11.4M ﹤0.01%
311,532
-33,358
1515
$11.4M ﹤0.01%
101,412
+1,562
1516
$11.4M ﹤0.01%
543,058
+163,973
1517
$11.4M ﹤0.01%
743,299
-8,881
1518
$11.3M ﹤0.01%
+427,726
1519
$11.3M ﹤0.01%
200,900
+11,128
1520
$11.3M ﹤0.01%
365,689
-550,504
1521
$11.3M ﹤0.01%
438,134
-40,140
1522
$11.3M ﹤0.01%
249,734
-1,123
1523
$11.2M ﹤0.01%
197,620
+77,027
1524
$11.2M ﹤0.01%
359,446
+536
1525
$11.2M ﹤0.01%
524,750
-1,141,122