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 11.1%
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
2926
$353K ﹤0.01%
27,500
2927
$350K ﹤0.01%
29,300
-900
2928
$347K ﹤0.01%
17,215
+40
2929
$346K ﹤0.01%
+8,513
2930
$346K ﹤0.01%
15,856
-17,151
2931
$345K ﹤0.01%
14,600
-500
2932
$345K ﹤0.01%
+13,222
2933
$344K ﹤0.01%
2,401
-1,926
2934
$342K ﹤0.01%
+10,874
2935
$342K ﹤0.01%
9,433
+1,570
2936
$341K ﹤0.01%
15,591
-2,986
2937
$341K ﹤0.01%
4,086
-615
2938
$339K ﹤0.01%
13,335
-3,977
2939
$338K ﹤0.01%
+7,449
2940
$336K ﹤0.01%
15,048
-13,264
2941
$333K ﹤0.01%
+26,282
2942
$329K ﹤0.01%
5,589
-10,893
2943
$329K ﹤0.01%
+11,344
2944
$329K ﹤0.01%
29,968
2945
$328K ﹤0.01%
1,059
+1,008
2946
$328K ﹤0.01%
400,000
+354,019
2947
$327K ﹤0.01%
19,378
-7,813
2948
$327K ﹤0.01%
23,738
-2,158
2949
$327K ﹤0.01%
30,832
-209,543
2950
$325K ﹤0.01%
+19,909