JP Morgan Chase

JP Morgan Chase 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 11.11%
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
2601
$963K ﹤0.01%
25,911
-271
2602
$962K ﹤0.01%
29,295
+17,494
2603
$962K ﹤0.01%
73,500
+190
2604
$959K ﹤0.01%
+22,518
2605
$957K ﹤0.01%
514,741
+307,940
2606
$955K ﹤0.01%
39,873
+12,754
2607
$955K ﹤0.01%
23,034
-1,176
2608
$953K ﹤0.01%
+125,000
2609
$951K ﹤0.01%
26,497
-100
2610
$947K ﹤0.01%
20,878
-8,909
2611
$947K ﹤0.01%
+36,700
2612
$946K ﹤0.01%
15,359
-62
2613
$946K ﹤0.01%
38,830
+1,176
2614
$946K ﹤0.01%
24,424
-21,416
2615
$942K ﹤0.01%
96,453
+700
2616
$940K ﹤0.01%
9,526
+4,516
2617
$940K ﹤0.01%
62,271
-1,000
2618
$938K ﹤0.01%
+35,299
2619
$927K ﹤0.01%
34,274
+16,127
2620
$926K ﹤0.01%
46,759
-563,455
2621
$923K ﹤0.01%
35,600
+26,600
2622
$919K ﹤0.01%
30,156
+7,587
2623
$916K ﹤0.01%
+91,838
2624
$914K ﹤0.01%
39,088
-65,472
2625
$907K ﹤0.01%
21,196
-90,222