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
2151
$2.74M ﹤0.01%
376,293
-197,650
2152
$2.74M ﹤0.01%
834,335
-20,237
2153
$2.73M ﹤0.01%
369,560
+154,015
2154
$2.73M ﹤0.01%
24,787
+1,641
2155
$2.7M ﹤0.01%
294,862
-620,511
2156
$2.7M ﹤0.01%
+224,625
2157
$2.69M ﹤0.01%
30,967
+213
2158
$2.69M ﹤0.01%
262,262
-6,800
2159
$2.67M ﹤0.01%
27,686
-3,396
2160
$2.67M ﹤0.01%
117,118
-48,790
2161
$2.67M ﹤0.01%
166,596
-144,517
2162
$2.66M ﹤0.01%
90,700
-13,322
2163
$2.64M ﹤0.01%
+74,204
2164
$2.64M ﹤0.01%
161,669
-36,539
2165
$2.63M ﹤0.01%
+205,800
2166
$2.63M ﹤0.01%
314,655
-30,999
2167
$2.62M ﹤0.01%
80,772
+12,391
2168
$2.62M ﹤0.01%
53,612
-13,262
2169
$2.62M ﹤0.01%
23,810
+17,310
2170
$2.61M ﹤0.01%
155,875
-18,750
2171
$2.61M ﹤0.01%
71,951
+20,647
2172
$2.61M ﹤0.01%
80,694
-106,766
2173
$2.58M ﹤0.01%
63,581
-56,948
2174
$2.58M ﹤0.01%
+42,333
2175
$2.58M ﹤0.01%
75,239
+18,069