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
2626
$750K ﹤0.01%
10,989
2627
$750K ﹤0.01%
42,618
+2,991
2628
$750K ﹤0.01%
19,370
+675
2629
$747K ﹤0.01%
19,516
+1,590
2630
$746K ﹤0.01%
25,136
+4,442
2631
$745K ﹤0.01%
76,189
-234,028
2632
$741K ﹤0.01%
26,901
+1,151
2633
$741K ﹤0.01%
32,889
+2,731
2634
$738K ﹤0.01%
99,494
+47,816
2635
$738K ﹤0.01%
98,828
-73,652
2636
$737K ﹤0.01%
7,560
-16,374
2637
$736K ﹤0.01%
23,798
2638
$736K ﹤0.01%
15,162
-607
2639
$728K ﹤0.01%
62,719
+1,600
2640
$727K ﹤0.01%
8,572
+668
2641
$727K ﹤0.01%
+42,852
2642
$720K ﹤0.01%
30,000
+652
2643
$719K ﹤0.01%
35,180
+1,199
2644
$718K ﹤0.01%
45,768
-425,993
2645
$717K ﹤0.01%
+20,462
2646
$714K ﹤0.01%
86,700
+2,300
2647
$714K ﹤0.01%
380
-255
2648
$712K ﹤0.01%
33,666
-170,204
2649
$711K ﹤0.01%
8,624
-55,708
2650
$708K ﹤0.01%
+230