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
2276
$2.08M ﹤0.01%
42,012
-31,040
2277
$2.07M ﹤0.01%
96,538
+5,790
2278
$2.06M ﹤0.01%
91,471
+56,916
2279
$2.05M ﹤0.01%
221,800
+79,500
2280
$2.05M ﹤0.01%
100,528
+18,548
2281
$2.04M ﹤0.01%
105,119
-9,350
2282
$2.03M ﹤0.01%
85,106
+888
2283
$2.03M ﹤0.01%
43,475
-13,126
2284
$2.03M ﹤0.01%
33,063
+29,893
2285
$2.02M ﹤0.01%
40,798
-52,838
2286
$2.01M ﹤0.01%
99,452
+12,800
2287
$2.01M ﹤0.01%
97,770
-3,515
2288
$2.01M ﹤0.01%
44,934
+7,756
2289
$1.99M ﹤0.01%
48,273
+5,349
2290
$1.99M ﹤0.01%
104,575
-46,375
2291
$1.98M ﹤0.01%
82,822
+57,481
2292
$1.97M ﹤0.01%
43,315
-6,680
2293
$1.97M ﹤0.01%
81,047
-35,431
2294
$1.97M ﹤0.01%
151,256
+697
2295
$1.96M ﹤0.01%
92,336
+41,673
2296
$1.96M ﹤0.01%
87,546
-48,756
2297
$1.96M ﹤0.01%
66,848
-530
2298
$1.96M ﹤0.01%
100,591
-471
2299
$1.96M ﹤0.01%
59,273
-4,500
2300
$1.95M ﹤0.01%
55,186
-1,665