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
3001
$281K ﹤0.01%
5,950
3002
$281K ﹤0.01%
3,136
+177
3003
$280K ﹤0.01%
+9,141
3004
$280K ﹤0.01%
+15,990
3005
$279K ﹤0.01%
14,542
-114,855
3006
$279K ﹤0.01%
16,925
+900
3007
$279K ﹤0.01%
8,856
+1,344
3008
$278K ﹤0.01%
7,605
+1,092
3009
$277K ﹤0.01%
+4,618
3010
$276K ﹤0.01%
6,054
-1,481
3011
$276K ﹤0.01%
+26,029
3012
$275K ﹤0.01%
+9,298
3013
$275K ﹤0.01%
4,961
-126,585
3014
$273K ﹤0.01%
20,094
-481
3015
$273K ﹤0.01%
24,000
3016
$272K ﹤0.01%
15,114
-3,100
3017
$272K ﹤0.01%
30,400
-42,905
3018
$271K ﹤0.01%
9,798
-1,676
3019
$270K ﹤0.01%
9,742
-158
3020
$268K ﹤0.01%
82,735
-171,322
3021
$267K ﹤0.01%
5,237
+500
3022
$266K ﹤0.01%
11,100
3023
$266K ﹤0.01%
+7,545
3024
$265K ﹤0.01%
20,633
-17,932
3025
$265K ﹤0.01%
9,810
+1,050