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
2601
$808K ﹤0.01%
13,775
+425
2602
$807K ﹤0.01%
21,834
+2,646
2603
$805K ﹤0.01%
34,369
-77,260
2604
$801K ﹤0.01%
+19,975
2605
$795K ﹤0.01%
37,818
+216
2606
$794K ﹤0.01%
29,131
-90,987
2607
$789K ﹤0.01%
8,056
-729
2608
$789K ﹤0.01%
63,220
-118,200
2609
$787K ﹤0.01%
20,016
+2,300
2610
$785K ﹤0.01%
10,805
2611
$783K ﹤0.01%
29,927
+782
2612
$780K ﹤0.01%
29,955
+100
2613
$780K ﹤0.01%
140,710
+4,382
2614
$777K ﹤0.01%
12,020
-529
2615
-72,978
2616
$768K ﹤0.01%
38,521
-51,575
2617
$766K ﹤0.01%
+15,840
2618
$765K ﹤0.01%
8,598
2619
$762K ﹤0.01%
17,362
+2,284
2620
$760K ﹤0.01%
20,587
+9,921
2621
$760K ﹤0.01%
35,126
-79,446
2622
$759K ﹤0.01%
82,651
+13,633
2623
$755K ﹤0.01%
32,700
+23,680
2624
$753K ﹤0.01%
+27,909
2625
$751K ﹤0.01%
163,150
-17,738