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
201
$448M 0.11%
7,963,539
+1,656,356
202
$445M 0.11%
13,358,815
+3,441,415
203
$444M 0.11%
7,496,431
-1,517,468
204
$444M 0.11%
6,846,240
-542,120
205
$441M 0.1%
11,012,757
-42,299
206
$439M 0.1%
21,588,619
-14,570,250
207
$436M 0.1%
12,474,280
+3,495,223
208
$435M 0.1%
2,728,996
-214,577
209
$432M 0.1%
7,813,751
-10,062,819
210
$432M 0.1%
4,362,131
-1,028,955
211
$430M 0.1%
6,726,267
+814,701
212
$430M 0.1%
4,737,814
+333,304
213
$428M 0.1%
6,499,288
-168,509
214
$428M 0.1%
6,273,900
+952,717
215
$426M 0.1%
3,034,603
+895,390
216
$421M 0.1%
8,451,640
-43,317
217
$420M 0.1%
3,553,753
+735,940
218
$411M 0.1%
4,693,336
-895,659
219
$406M 0.1%
9,483,286
220
$406M 0.1%
10,762,381
+3,094,397
221
$405M 0.1%
13,771,331
-414,722
222
$402M 0.1%
3,630,622
-33,077
223
$401M 0.1%
5,363,125
+36,230
224
$400M 0.09%
69,737,564
+3,158,263
225
$399M 0.09%
+6,619,672