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
1651
$8.83M ﹤0.01%
237,815
-272,990
1652
$8.83M ﹤0.01%
356,000
+161,998
1653
$8.83M ﹤0.01%
364,106
+144,255
1654
$8.81M ﹤0.01%
359,523
+59,618
1655
$8.78M ﹤0.01%
687,353
-5,400
1656
$8.78M ﹤0.01%
242,929
+2,113
1657
$8.78M ﹤0.01%
1,041,809
-4,200
1658
$8.77M ﹤0.01%
142,970
-1,125
1659
$8.76M ﹤0.01%
72,506
+10,921
1660
$8.76M ﹤0.01%
267,569
-36,106
1661
$8.75M ﹤0.01%
115,072
-23,431
1662
$8.74M ﹤0.01%
126,589
-14,909
1663
$8.73M ﹤0.01%
+749,325
1664
$8.73M ﹤0.01%
190,895
-9,072
1665
$8.73M ﹤0.01%
158,962
-3,584
1666
$8.71M ﹤0.01%
1,045,587
1667
$8.69M ﹤0.01%
419,396
+259,361
1668
$8.66M ﹤0.01%
490,947
-32,198
1669
$8.65M ﹤0.01%
282,580
+141,152
1670
$8.65M ﹤0.01%
240,579
-160,969
1671
$8.64M ﹤0.01%
2,395,475
+1,686,380
1672
$8.61M ﹤0.01%
190,579
+37,701
1673
$8.49M ﹤0.01%
252,903
-1,650
1674
$8.47M ﹤0.01%
1,023,096
+2,794
1675
$8.45M ﹤0.01%
565,320
-6,252