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
2051
$3.53M ﹤0.01%
100,000
2052
$3.53M ﹤0.01%
+266,420
2053
$3.52M ﹤0.01%
249,242
-36,439
2054
$3.51M ﹤0.01%
96,849
-1,153
2055
$3.51M ﹤0.01%
191,824
-62,018
2056
$3.51M ﹤0.01%
7,051
+1,045
2057
$3.49M ﹤0.01%
353,023
+5,293
2058
$3.47M ﹤0.01%
4,301
+1,022
2059
$3.46M ﹤0.01%
82,155
+15,594
2060
$3.46M ﹤0.01%
250,820
-11,260
2061
$3.45M ﹤0.01%
185,338
+87,893
2062
$3.44M ﹤0.01%
39,932
-8
2063
$3.43M ﹤0.01%
33,880
+7,104
2064
$3.42M ﹤0.01%
632,320
+616,795
2065
$3.42M ﹤0.01%
618,448
+23,664
2066
$3.41M ﹤0.01%
91,450
-1,099
2067
$3.39M ﹤0.01%
360,997
-5,400
2068
$3.37M ﹤0.01%
183,800
-242,157
2069
$3.37M ﹤0.01%
66,634
+1,114
2070
$3.37M ﹤0.01%
210,819
+10,977
2071
$3.35M ﹤0.01%
195,900
-2,272
2072
$3.34M ﹤0.01%
48,879
+2,023
2073
$3.34M ﹤0.01%
53,439
+43,694
2074
$3.31M ﹤0.01%
+80,501
2075
$3.3M ﹤0.01%
90,576
+28,412