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
1601
$9.93M ﹤0.01%
198,346
+2,813
1602
$9.87M ﹤0.01%
555,606
-2,810
1603
$9.81M ﹤0.01%
689,626
+143,886
1604
$9.81M ﹤0.01%
627,113
-3,790
1605
$9.78M ﹤0.01%
317,235
-13,410
1606
$9.78M ﹤0.01%
355,836
-169,935
1607
$9.71M ﹤0.01%
127,561
-18,181
1608
$9.7M ﹤0.01%
540,093
-19,000
1609
$9.69M ﹤0.01%
93,887
-233,302
1610
$9.65M ﹤0.01%
214,408
-179,570
1611
$9.64M ﹤0.01%
413,452
+125,543
1612
$9.61M ﹤0.01%
267,134
+59,384
1613
$9.59M ﹤0.01%
178,196
-4,810
1614
$9.58M ﹤0.01%
1,188,596
-7,339
1615
$9.54M ﹤0.01%
858,771
-45,041
1616
$9.54M ﹤0.01%
401,019
-116,293
1617
$9.54M ﹤0.01%
229,254
+10,367
1618
$9.53M ﹤0.01%
46,700
+34,153
1619
$9.46M ﹤0.01%
289,200
-211,748
1620
$9.46M ﹤0.01%
571,801
-410,696
1621
$9.45M ﹤0.01%
468,430
-398,597
1622
$9.44M ﹤0.01%
240,023
-84,051
1623
$9.44M ﹤0.01%
87,335
-30,842
1624
$9.42M ﹤0.01%
247,447
+101,016
1625
$9.41M ﹤0.01%
274,820
+119,169