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
3026
$265K ﹤0.01%
2,170
+576
3027
$260K ﹤0.01%
20,999
-38,901
3028
$259K ﹤0.01%
2,049
+80
3029
$258K ﹤0.01%
3,791
-1,877
3030
$254K ﹤0.01%
95,258
+5,600
3031
$253K ﹤0.01%
70,175
+12,716
3032
$252K ﹤0.01%
41,437
+454
3033
$251K ﹤0.01%
+9,235
3034
$251K ﹤0.01%
17,549
-6,850
3035
$250K ﹤0.01%
+7,315
3036
$249K ﹤0.01%
+9,343
3037
$249K ﹤0.01%
18,000
-1,000
3038
$249K ﹤0.01%
38,885
-31,746
3039
$247K ﹤0.01%
18,040
+405
3040
$247K ﹤0.01%
5,003
+97
3041
$246K ﹤0.01%
248,633
-63,790
3042
$245K ﹤0.01%
14,000
3043
$244K ﹤0.01%
36,302
+15,816
3044
$244K ﹤0.01%
11,455
-54,432
3045
$244K ﹤0.01%
9,410
-122,775
3046
$242K ﹤0.01%
7,573
-74
3047
$237K ﹤0.01%
40,393
+4,249
3048
$236K ﹤0.01%
23,306
-49,302
3049
$236K ﹤0.01%
54,660
-434,664
3050
$235K ﹤0.01%
4,262
-88,921