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
2326
$1.85M ﹤0.01%
30,758
+2,494
2327
$1.84M ﹤0.01%
37,550
+17,766
2328
$1.83M ﹤0.01%
28,875
-1,567
2329
$1.83M ﹤0.01%
124,966
-142,703
2330
$1.83M ﹤0.01%
+115,905
2331
$1.82M ﹤0.01%
137,498
-10,526
2332
$1.82M ﹤0.01%
349,595
+199,257
2333
$1.81M ﹤0.01%
72,575
+2,921
2334
$1.81M ﹤0.01%
82,353
-400
2335
$1.8M ﹤0.01%
16,315
-17,637
2336
$1.8M ﹤0.01%
50,204
-201,001
2337
$1.79M ﹤0.01%
80,391
-306,882
2338
$1.79M ﹤0.01%
72,775
2339
$1.79M ﹤0.01%
35,641
-6,181
2340
$1.79M ﹤0.01%
+122,021
2341
$1.79M ﹤0.01%
44,641
+21,461
2342
$1.79M ﹤0.01%
40,636
-31,050
2343
$1.78M ﹤0.01%
104,386
+55,721
2344
$1.78M ﹤0.01%
59,593
-327,601
2345
$1.78M ﹤0.01%
56,350
+4,080
2346
$1.77M ﹤0.01%
53,413
+1,473
2347
$1.77M ﹤0.01%
65,000
2348
$1.77M ﹤0.01%
44,367
-200,264
2349
$1.77M ﹤0.01%
+243,195
2350
$1.76M ﹤0.01%
32,713
-4,526