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
1951
$4.54M ﹤0.01%
258,996
+156,021
1952
$4.53M ﹤0.01%
71,856
+3,136
1953
$4.53M ﹤0.01%
271,172
+850
1954
$4.51M ﹤0.01%
294,600
-46,415
1955
$4.48M ﹤0.01%
202,387
-7,296
1956
$4.47M ﹤0.01%
170,752
+103,267
1957
$4.47M ﹤0.01%
294,585
-13,560
1958
$4.47M ﹤0.01%
350,950
-4,625
1959
$4.46M ﹤0.01%
32,765
+19,285
1960
$4.42M ﹤0.01%
+696
1961
$4.42M ﹤0.01%
92,253
+334
1962
$4.41M ﹤0.01%
50,501
-525
1963
$4.39M ﹤0.01%
82,230
+33,495
1964
$4.38M ﹤0.01%
19,685
+7,012
1965
$4.38M ﹤0.01%
130,440
+52,428
1966
$4.35M ﹤0.01%
99,948
+40,522
1967
$4.33M ﹤0.01%
253,191
-3,600
1968
$4.32M ﹤0.01%
62,546
-33,338
1969
$4.31M ﹤0.01%
195,098
+185,222
1970
$4.3M ﹤0.01%
131,261
+1,193
1971
$4.29M ﹤0.01%
35,622
-21,465
1972
$4.29M ﹤0.01%
227,787
-75,019
1973
$4.26M ﹤0.01%
31,915
+21,275
1974
$4.26M ﹤0.01%
78,257
+47,409
1975
$4.26M ﹤0.01%
+299,850