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
2526
$980K ﹤0.01%
14,052
+1,602
2527
$967K ﹤0.01%
63,560
-372,916
2528
$966K ﹤0.01%
13,134
+7,803
2529
$960K ﹤0.01%
24,204
+5,507
2530
$956K ﹤0.01%
18,914
-11,893
2531
$956K ﹤0.01%
32,086
+1,791
2532
$955K ﹤0.01%
35,146
-324,922
2533
$954K ﹤0.01%
20,316
-229,290
2534
$952K ﹤0.01%
17,254
+464
2535
$950K ﹤0.01%
1,793,367
-1,721,625
2536
$950K ﹤0.01%
50,492
-3,397
2537
$946K ﹤0.01%
89,559
+2,416
2538
$946K ﹤0.01%
52,127
+3,391
2539
$945K ﹤0.01%
19,530
+1,431
2540
$944K ﹤0.01%
441,225
-27,774
2541
$941K ﹤0.01%
43,030
+59
2542
$940K ﹤0.01%
19,485
-157,741
2543
$936K ﹤0.01%
+31,508
2544
$932K ﹤0.01%
42,033
+4,438
2545
$931K ﹤0.01%
33,221
+1,027
2546
$930K ﹤0.01%
88,382
+66,736
2547
$928K ﹤0.01%
50,301
-180,996
2548
$927K ﹤0.01%
12,515
-38,384
2549
$925K ﹤0.01%
17,582
-94,132
2550
$918K ﹤0.01%
47,545
+2,960