JP Morgan Chase & Co

JP Morgan Chase & Co 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
$355B
AUM Growth
-$48.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,673
New
Increased
Reduced
Closed

Top Buys

1 +$1.47B
2 +$929M
3 +$769M
4
CPGX
COLUMBIA PIPELINE GROUP IN COM STK (DE)
CPGX
+$672M
5
AGN
Allergan plc
AGN
+$664M

Top Sells

1 +$2.11B
2 +$2B
3 +$1.26B
4
MRK icon
Merck
MRK
+$742M
5
BFH icon
Bread Financial
BFH
+$603M

Sector Composition

1 Financials 15.72%
2 Healthcare 12.01%
3 Technology 11.47%
4 Consumer Discretionary 9.01%
5 Industrials 7.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2501
$1.02M ﹤0.01%
+26,365
2502
$1.01M ﹤0.01%
20,744
+4,427
2503
$1M ﹤0.01%
129,139
+17,657
2504
$1M ﹤0.01%
34,849
+789
2505
$1M ﹤0.01%
90,116
-145,800
2506
$1M ﹤0.01%
24,400
2507
$1M ﹤0.01%
39,258
+11,476
2508
$1M ﹤0.01%
35,952
+403
2509
$997K ﹤0.01%
29,072
+58
2510
$996K ﹤0.01%
20,464
-738
2511
$996K ﹤0.01%
40,470
+1,313
2512
-43,500
2513
$993K ﹤0.01%
34,268
+12,974
2514
$992K ﹤0.01%
18,483
-5,669
2515
$991K ﹤0.01%
+32,490
2516
$990K ﹤0.01%
+117,399
2517
$988K ﹤0.01%
19,698
+1,670
2518
$988K ﹤0.01%
18,124
+418
2519
$986K ﹤0.01%
79,310
+3,175
2520
$986K ﹤0.01%
857,825
+265,307
2521
$985K ﹤0.01%
+67,440
2522
$984K ﹤0.01%
526,231
+1,957
2523
$983K ﹤0.01%
30,235
-77,659
2524
$981K ﹤0.01%
9,661
+7,901
2525
$981K ﹤0.01%
61,644
+8,304