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
2176
$2.57M ﹤0.01%
21,867
+6,246
2177
$2.56M ﹤0.01%
137,337
+96,983
2178
$2.56M ﹤0.01%
57,463
+3,400
2179
$2.55M ﹤0.01%
44,865
-312
2180
$2.55M ﹤0.01%
55,435
+27,782
2181
$2.53M ﹤0.01%
30,043
-369
2182
$2.53M ﹤0.01%
+297,150
2183
$2.51M ﹤0.01%
47,957
+13,868
2184
$2.51M ﹤0.01%
96,742
-22,622
2185
$2.51M ﹤0.01%
15,944
-270
2186
$2.5M ﹤0.01%
209,008
-5,800
2187
$2.5M ﹤0.01%
35,675
-2,799,295
2188
$2.5M ﹤0.01%
214,863
+1,760
2189
$2.49M ﹤0.01%
146,333
-1,687
2190
$2.48M ﹤0.01%
89,402
-13,226
2191
$2.48M ﹤0.01%
45,372
+6,216
2192
$2.48M ﹤0.01%
182,027
+130,350
2193
$2.46M ﹤0.01%
+231,261
2194
$2.45M ﹤0.01%
102,493
-18,471
2195
$2.44M ﹤0.01%
134,347
+2,195
2196
$2.44M ﹤0.01%
130,139
-16,300
2197
$2.44M ﹤0.01%
72,409
+66,479
2198
$2.44M ﹤0.01%
44,662
-222,834
2199
$2.43M ﹤0.01%
+158,053
2200
$2.43M ﹤0.01%
17,419
-11,657