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
2101
$3.07M ﹤0.01%
90,807
+13,067
2102
$3.07M ﹤0.01%
188,166
+15,774
2103
$3.06M ﹤0.01%
31,512
+8,036
2104
$3.06M ﹤0.01%
+124,777
2105
$3.06M ﹤0.01%
60,613
-2,032
2106
$3.06M ﹤0.01%
381,400
+192,320
2107
$3.05M ﹤0.01%
104,892
+2,087
2108
$3.02M ﹤0.01%
43,707
-918
2109
$3.02M ﹤0.01%
193,700
2110
$3.01M ﹤0.01%
+1,227
2111
$2.99M ﹤0.01%
72,637
-28,132
2112
$2.99M ﹤0.01%
+67,864
2113
$2.98M ﹤0.01%
122,290
+7,046
2114
$2.98M ﹤0.01%
694,655
+494,425
2115
$2.97M ﹤0.01%
42,836
+10,429
2116
$2.97M ﹤0.01%
9,826
-24
2117
$2.96M ﹤0.01%
94,664
-3,726
2118
$2.95M ﹤0.01%
137,817
+39,069
2119
$2.94M ﹤0.01%
82,399
+1,472
2120
$2.94M ﹤0.01%
110,425
+34,421
2121
$2.93M ﹤0.01%
149,175
-133
2122
$2.92M ﹤0.01%
43,887
+37,862
2123
$2.92M ﹤0.01%
38,827
-726
2124
$2.91M ﹤0.01%
466,836
-111,516
2125
$2.9M ﹤0.01%
39,653
-227,092