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
1801
$6.33M ﹤0.01%
144,439
+34,630
1802
$6.3M ﹤0.01%
137,081
-3,560
1803
$6.3M ﹤0.01%
300,000
1804
$6.24M ﹤0.01%
311,387
-213,648
1805
$6.23M ﹤0.01%
192,335
+27,306
1806
$6.22M ﹤0.01%
192,048
+3,070
1807
$6.22M ﹤0.01%
110,287
-7,402
1808
$6.2M ﹤0.01%
228,639
-1,422
1809
$6.19M ﹤0.01%
93,239
-621,221
1810
$6.17M ﹤0.01%
645,667
+536,845
1811
$6.16M ﹤0.01%
274,483
-4,757
1812
$6.16M ﹤0.01%
288,030
+251,075
1813
$6.14M ﹤0.01%
157,736
-109,048
1814
$6.14M ﹤0.01%
407,310
+89,856
1815
$6.12M ﹤0.01%
156,486
-10,019
1816
$6.12M ﹤0.01%
94,256
+16,754
1817
$6.06M ﹤0.01%
164,514
-1,082
1818
$6.04M ﹤0.01%
750,435
+12,648
1819
$6.04M ﹤0.01%
53,239
+34,676
1820
$6.02M ﹤0.01%
547,160
+62,423
1821
$6.01M ﹤0.01%
78,192
-4,323
1822
$6.01M ﹤0.01%
370,716
+3,995
1823
$5.99M ﹤0.01%
281,425
+249,152
1824
$5.96M ﹤0.01%
115,819
-5,897
1825
$5.93M ﹤0.01%
125,511
-13,105