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
2076
$3.28M ﹤0.01%
+166,818
2077
$3.28M ﹤0.01%
91,627
-32,934
2078
$3.27M ﹤0.01%
+600,000
2079
$3.27M ﹤0.01%
336,432
-47
2080
$3.25M ﹤0.01%
196,549
-104,293
2081
$3.25M ﹤0.01%
98,567
-17,141
2082
$3.24M ﹤0.01%
201,372
+2,469
2083
$3.22M ﹤0.01%
159,522
-4,000
2084
$3.21M ﹤0.01%
1,149,751
-19,675
2085
$3.2M ﹤0.01%
375,207
+56,160
2086
$3.18M ﹤0.01%
178,412
-236,038
2087
$3.17M ﹤0.01%
71,691
+11,461
2088
$3.16M ﹤0.01%
131,914
+32,702
2089
$3.15M ﹤0.01%
50,003
-48,862
2090
$3.15M ﹤0.01%
80,906
-19,402
2091
$3.15M ﹤0.01%
62,752
-16,531
2092
$3.14M ﹤0.01%
11,015
-2,634
2093
$3.14M ﹤0.01%
57,247
+14,000
2094
$3.13M ﹤0.01%
78,110
+62,525
2095
$3.13M ﹤0.01%
218,882
+5,182
2096
$3.11M ﹤0.01%
122,560
-18,893
2097
$3.1M ﹤0.01%
98,009
-2,700
2098
$3.09M ﹤0.01%
127,864
-154,217
2099
$3.08M ﹤0.01%
101,640
+290
2100
$3.07M ﹤0.01%
90,807
+13,067