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
2201
$2.42M ﹤0.01%
+10,273
2202
$2.42M ﹤0.01%
64,190
+372
2203
$2.42M ﹤0.01%
109,657
+91,951
2204
$2.41M ﹤0.01%
100,267
-327,600
2205
$2.4M ﹤0.01%
31,400
+1,750
2206
$2.38M ﹤0.01%
77,490
+18,298
2207
$2.38M ﹤0.01%
66,210
-2,000
2208
$2.38M ﹤0.01%
78,247
-11,291
2209
$2.38M ﹤0.01%
344,887
-8,051
2210
$2.37M ﹤0.01%
261,500
+94,533
2211
$2.37M ﹤0.01%
+71,905
2212
$2.37M ﹤0.01%
+152,375
2213
$2.36M ﹤0.01%
+50,845
2214
$2.36M ﹤0.01%
119,605
-6,179
2215
$2.35M ﹤0.01%
129,067
+53,030
2216
$2.35M ﹤0.01%
39,159
+5,608
2217
$2.34M ﹤0.01%
206,455
-454,306
2218
$2.33M ﹤0.01%
85,038
-869
2219
$2.33M ﹤0.01%
108,698
+6,491
2220
$2.32M ﹤0.01%
82,473
+53,425
2221
$2.31M ﹤0.01%
123,834
+13,308
2222
$2.31M ﹤0.01%
248,016
-434,600
2223
$2.3M ﹤0.01%
64,264
+21,112
2224
$2.29M ﹤0.01%
92,163
+2,343
2225
$2.28M ﹤0.01%
338,020
+295,600