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
1676
$8.45M ﹤0.01%
120,203
-76,307
1677
$8.43M ﹤0.01%
792,709
+51,958
1678
$8.42M ﹤0.01%
348,538
-221,467
1679
$8.38M ﹤0.01%
330,955
-24,977
1680
$8.35M ﹤0.01%
256,779
+87,110
1681
$8.34M ﹤0.01%
315,710
-11,281
1682
$8.32M ﹤0.01%
431,802
-12,382
1683
$8.31M ﹤0.01%
786,094
-603,713
1684
$8.31M ﹤0.01%
1,220,755
-506,513
1685
$8.25M ﹤0.01%
478,061
-4,950
1686
$8.17M ﹤0.01%
179,542
+141,329
1687
$8.16M ﹤0.01%
134,050
+19,323
1688
$8.16M ﹤0.01%
125,847
-140,445
1689
$8.14M ﹤0.01%
139,730
-17,426
1690
$8.12M ﹤0.01%
657
+277
1691
$8.11M ﹤0.01%
1,278,362
+289,962
1692
$8.1M ﹤0.01%
258,802
-459,694
1693
$8.09M ﹤0.01%
144,240
-48,004
1694
$8.08M ﹤0.01%
314,607
-1,525
1695
$8.07M ﹤0.01%
1,494,215
+1,100,056
1696
$8.04M ﹤0.01%
142,918
-22,282
1697
$8.04M ﹤0.01%
136,996
-16,888
1698
$8.04M ﹤0.01%
310,253
+1,520
1699
$8.01M ﹤0.01%
116,431
-1,800
1700
$7.95M ﹤0.01%
96,990
-152