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
1526
$11.2M ﹤0.01%
187,369
+20,321
1527
$11.2M ﹤0.01%
5,363,057
-698,512
1528
$11.1M ﹤0.01%
264,956
-12,545
1529
$11.1M ﹤0.01%
437,039
-16,057
1530
$11.1M ﹤0.01%
427,608
+45,767
1531
$11.1M ﹤0.01%
241,659
+54,868
1532
$11.1M ﹤0.01%
180,560
-7,464
1533
$11.1M ﹤0.01%
465,162
+2,378
1534
$11.1M ﹤0.01%
195,500
-2,575
1535
$11M ﹤0.01%
502,456
+104,274
1536
$11M ﹤0.01%
495,762
-682,885
1537
$11M ﹤0.01%
303,156
-117,892
1538
$10.9M ﹤0.01%
304,012
+2,307
1539
$10.9M ﹤0.01%
213,015
-65,052
1540
$10.9M ﹤0.01%
+215,044
1541
$10.9M ﹤0.01%
323,815
+107,627
1542
$10.9M ﹤0.01%
404,665
-25,891
1543
$10.9M ﹤0.01%
689,655
1544
$10.8M ﹤0.01%
619,215
+41,618
1545
$10.8M ﹤0.01%
285,984
-30,788
1546
$10.8M ﹤0.01%
357,374
-1,829,461
1547
$10.8M ﹤0.01%
+1,806
1548
$10.8M ﹤0.01%
281,522
-9,799
1549
$10.8M ﹤0.01%
179,322
-11,002
1550
$10.8M ﹤0.01%
1,204,900
+186,000