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
3051
$233K ﹤0.01%
12,500
-34,060
3052
$231K ﹤0.01%
+5,285
3053
$230K ﹤0.01%
27,880
-652
3054
$230K ﹤0.01%
5,198
-103,419
3055
$229K ﹤0.01%
24,737
+737
3056
$229K ﹤0.01%
10,100
+100
3057
$228K ﹤0.01%
965
-6,930
3058
$228K ﹤0.01%
+22,000
3059
$226K ﹤0.01%
39,793
+8,109
3060
$225K ﹤0.01%
13,889
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3061
$224K ﹤0.01%
3,982
-173,463
3062
$224K ﹤0.01%
8,257
-54,021
3063
$224K ﹤0.01%
103,706
3064
$224K ﹤0.01%
17,339
-63,454
3065
$223K ﹤0.01%
8,100
3066
$222K ﹤0.01%
+8,890
3067
$218K ﹤0.01%
334
-235
3068
$214K ﹤0.01%
5,316
-400
3069
$214K ﹤0.01%
15,500
3070
$213K ﹤0.01%
+26,821
3071
$213K ﹤0.01%
8,813
-2,598
3072
$212K ﹤0.01%
+7,800
3073
$212K ﹤0.01%
59,588
-3,427
3074
$211K ﹤0.01%
5,566
-41,308
3075
$210K ﹤0.01%
13,101
-153,145