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
2901
$393K ﹤0.01%
3,850
+776
2902
$386K ﹤0.01%
5,064
+54
2903
$386K ﹤0.01%
+15,524
2904
$386K ﹤0.01%
9,657
+162
2905
$385K ﹤0.01%
+4,506
2906
$384K ﹤0.01%
22,400
-20,930
2907
$383K ﹤0.01%
+7,367
2908
$381K ﹤0.01%
11,800
+100
2909
$381K ﹤0.01%
22,775
+2,603
2910
$380K ﹤0.01%
13,890
-9,000
2911
$380K ﹤0.01%
12,536
+107
2912
$380K ﹤0.01%
78,568
-2,762
2913
$379K ﹤0.01%
1,352
-1,760
2914
$378K ﹤0.01%
12,402
2915
$378K ﹤0.01%
+14,436
2916
$377K ﹤0.01%
3,140,706
-2,673,969
2917
$375K ﹤0.01%
10,233
+83
2918
$373K ﹤0.01%
13,890
+400
2919
$367K ﹤0.01%
37,074
+19,989
2920
$365K ﹤0.01%
+15,346
2921
$363K ﹤0.01%
+9,880
2922
$361K ﹤0.01%
+17,058
2923
$357K ﹤0.01%
36,520
+10,898
2924
$357K ﹤0.01%
51,693
2925
$356K ﹤0.01%
100,000
-900