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
2701
$616K ﹤0.01%
+5,440
2702
$615K ﹤0.01%
23,150
2703
$614K ﹤0.01%
53,901
-227,799
2704
$612K ﹤0.01%
23,607
+697
2705
$611K ﹤0.01%
+31
2706
$604K ﹤0.01%
33,099
2707
$603K ﹤0.01%
164,931
+52,476
2708
$601K ﹤0.01%
13,049
+6,346
2709
$599K ﹤0.01%
1,319
+40
2710
$597K ﹤0.01%
14,661
+128
2711
$591K ﹤0.01%
9,893
-1,460
2712
$590K ﹤0.01%
47,785
-5,845
2713
$585K ﹤0.01%
19,407
+407
2714
$584K ﹤0.01%
+23,830
2715
$579K ﹤0.01%
20,844
-38,866
2716
$578K ﹤0.01%
39,670
2717
$578K ﹤0.01%
29,975
+200
2718
$572K ﹤0.01%
39,582
-168,158
2719
$571K ﹤0.01%
44,870
-15,694
2720
$564K ﹤0.01%
+30,035
2721
$556K ﹤0.01%
6,420
2722
$555K ﹤0.01%
17,018
-3,659
2723
$554K ﹤0.01%
91,672
+450
2724
$552K ﹤0.01%
13,886
-42,969
2725
$551K ﹤0.01%
22,212
-11,432