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
2551
$916K ﹤0.01%
47,500
+1,100
2552
$911K ﹤0.01%
59,091
-237,615
2553
$909K ﹤0.01%
69,525
-89,784
2554
$909K ﹤0.01%
41,722
-11,137
2555
$908K ﹤0.01%
16,148
+780
2556
$906K ﹤0.01%
26,720
-4,345
2557
$904K ﹤0.01%
+81,298
2558
$903K ﹤0.01%
+37,568
2559
$900K ﹤0.01%
+213,622
2560
$899K ﹤0.01%
15,420
-3,673
2561
$899K ﹤0.01%
22,528
-81,936
2562
$892K ﹤0.01%
232,259
-1,235,479
2563
$892K ﹤0.01%
19,492
-103,417
2564
$886K ﹤0.01%
27,767
-53,541
2565
$883K ﹤0.01%
27,070
+342
2566
$882K ﹤0.01%
16,579
+2,680
2567
$878K ﹤0.01%
27,965
-765
2568
$877K ﹤0.01%
11,839
+339
2569
$874K ﹤0.01%
+10,314
2570
$871K ﹤0.01%
+34,365
2571
$869K ﹤0.01%
73,896
2572
$867K ﹤0.01%
53,954
+38,479
2573
$864K ﹤0.01%
+16,050
2574
$863K ﹤0.01%
+76,548
2575
$862K ﹤0.01%
22,705
+2,797