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
151
$581M 0.14%
7,233,345
+34,553
152
$578M 0.14%
8,202,701
-150,556
153
$574M 0.14%
6,582,659
+1,664,242
154
$566M 0.13%
7,323,371
-37,874
155
$559M 0.13%
11,086,646
+426,579
156
$557M 0.13%
1,543,848
-136,585
157
$556M 0.13%
18,014,530
+1,230,202
158
$548M 0.13%
10,146,471
+1,867,964
159
$548M 0.13%
1,075,221
+180,500
160
$544M 0.13%
13,101,142
+3,926,232
161
$541M 0.13%
5,520,765
+2,924,093
162
$540M 0.13%
13,840,270
-633,245
163
$536M 0.13%
6,705,682
-913,034
164
$531M 0.13%
8,261,733
-4,586,381
165
$531M 0.13%
7,210,039
-480,952
166
$530M 0.13%
24,532,081
-723,683
167
$529M 0.13%
4,573,725
+843,389
168
$528M 0.13%
2,636,478
+435,956
169
$524M 0.12%
5,547,015
-323,185
170
$524M 0.12%
13,776,161
+757,060
171
$516M 0.12%
15,374,344
+1,548,804
172
$510M 0.12%
7,911,127
+598,010
173
$509M 0.12%
20,798,389
+4,486,981
174
$508M 0.12%
8,787,952
+2,027,023
175
$506M 0.12%
15,486,107
-54,829