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
1101
$26.3M 0.01%
594,109
+23,732
1102
$26.3M 0.01%
1,006,152
-42,193
1103
$26.2M 0.01%
1,669,004
-292,644
1104
$26M 0.01%
2,551,795
+807,613
1105
$26M 0.01%
1,338,694
+378,826
1106
$26M 0.01%
399,463
+160,177
1107
$26M 0.01%
618,378
-130,314
1108
$25.9M 0.01%
+850,486
1109
$25.9M 0.01%
4,887,162
+804,677
1110
$25.8M 0.01%
821,387
-185,679
1111
$25.6M 0.01%
299,238
+163,257
1112
$25.5M 0.01%
587,237
+208,568
1113
$25.5M 0.01%
575,815
-47,311
1114
$25.5M 0.01%
756,185
+26,001
1115
$25.4M 0.01%
816,452
-84,319
1116
$25.4M 0.01%
936,746
-8,397
1117
$25.4M 0.01%
731,437
-4,253
1118
$25.3M 0.01%
926,021
-655,871
1119
$25.1M 0.01%
483,320
-120,347
1120
$25M 0.01%
1,219,780
-22,087
1121
$25M 0.01%
2,919,461
+1,614,227
1122
$24.8M 0.01%
600,744
+170,299
1123
$24.8M 0.01%
707,939
+3,870
1124
$24.7M 0.01%
563,427
+65,916
1125
$24.7M 0.01%
329,355
+489