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
2351
$1.75M ﹤0.01%
55,648
-10,421
2352
$1.75M ﹤0.01%
28,430
+1,393
2353
$1.74M ﹤0.01%
120,500
-71,175
2354
$1.74M ﹤0.01%
+161,632
2355
$1.74M ﹤0.01%
57,393
+24,773
2356
$1.73M ﹤0.01%
72,707
-1,000
2357
$1.72M ﹤0.01%
121,344
-291,737
2358
$1.72M ﹤0.01%
137,716
-21,250
2359
$1.71M ﹤0.01%
44,552
+6,609
2360
$1.71M ﹤0.01%
537,992
-11,696
2361
$1.71M ﹤0.01%
258,375
+113,231
2362
$1.7M ﹤0.01%
227,630
-789
2363
$1.69M ﹤0.01%
22,665
+1,333
2364
$1.69M ﹤0.01%
47,772
+8,834
2365
$1.69M ﹤0.01%
88,706
+37,000
2366
$1.68M ﹤0.01%
+9,693
2367
$1.68M ﹤0.01%
194,497
-907,367
2368
$1.68M ﹤0.01%
60,329
+927
2369
$1.68M ﹤0.01%
+66,850
2370
$1.68M ﹤0.01%
49,014
+2,507
2371
$1.67M ﹤0.01%
134,898
-31,118
2372
$1.67M ﹤0.01%
107,849
-5,879
2373
$1.66M ﹤0.01%
32,427
-29,225
2374
$1.66M ﹤0.01%
207,305
+67,686
2375
$1.65M ﹤0.01%
39,496
+651