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
1926
$4.87M ﹤0.01%
183,498
+12,314
1927
$4.86M ﹤0.01%
279,915
-84,195
1928
$4.85M ﹤0.01%
184,724
-31,574
1929
$4.83M ﹤0.01%
199,218
+19,223
1930
$4.82M ﹤0.01%
271,947
+3,400
1931
$4.8M ﹤0.01%
+271,818
1932
$4.79M ﹤0.01%
155,201
-382
1933
$4.78M ﹤0.01%
114,327
+75,214
1934
$4.78M ﹤0.01%
379,574
+187,212
1935
$4.72M ﹤0.01%
140,804
+1,453
1936
$4.72M ﹤0.01%
209,494
-5,413
1937
$4.71M ﹤0.01%
122,566
-396,105
1938
$4.71M ﹤0.01%
70,603
+38,654
1939
$4.69M ﹤0.01%
68,261
-125,922
1940
$4.69M ﹤0.01%
174,505
+104,940
1941
$4.65M ﹤0.01%
+196,754
1942
$4.61M ﹤0.01%
176,526
+18,381
1943
$4.6M ﹤0.01%
131,495
+31,237
1944
$4.58M ﹤0.01%
+91,657
1945
$4.58M ﹤0.01%
+120,864
1946
$4.57M ﹤0.01%
95,783
+5,643
1947
$4.57M ﹤0.01%
151,476
+39,641
1948
$4.56M ﹤0.01%
169,658
-804
1949
$4.55M ﹤0.01%
271,395
+239,209
1950
$4.54M ﹤0.01%
142,367
-100,138