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
2676
$789K ﹤0.01%
15,964
-10,200
2677
$787K ﹤0.01%
+35,400
2678
$787K ﹤0.01%
14,373
+700
2679
$786K ﹤0.01%
17,705
+1,483
2680
$786K ﹤0.01%
60,545
+5,810
2681
$786K ﹤0.01%
6,000
-58,628
2682
$784K ﹤0.01%
13,225
-2,415
2683
$783K ﹤0.01%
79,432
-2,302
2684
$781K ﹤0.01%
15,997
+5,931
2685
$779K ﹤0.01%
20,983
+2,000
2686
$777K ﹤0.01%
17,525
+8,605
2687
$777K ﹤0.01%
29,595
-1,100
2688
$776K ﹤0.01%
65,283
+35,344
2689
$776K ﹤0.01%
8,975
-11,685
2690
$774K ﹤0.01%
59,715
+6,261
2691
$768K ﹤0.01%
74,061
-930
2692
$766K ﹤0.01%
21,579
+2,333
2693
$765K ﹤0.01%
21,508
+1,200
2694
$764K ﹤0.01%
24,832
+7,724
2695
$760K ﹤0.01%
+32,688
2696
$759K ﹤0.01%
42,178
+11,560
2697
$757K ﹤0.01%
27,965
+1,476
2698
$757K ﹤0.01%
73,896
2699
$756K ﹤0.01%
14,544
-1,386
2700
$755K ﹤0.01%
182,240
-2,769