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
2826
$408K ﹤0.01%
23,599
-234,929
2827
$406K ﹤0.01%
39,577
+7,786
2828
$406K ﹤0.01%
+62,200
2829
$405K ﹤0.01%
10,096
-19,444
2830
$405K ﹤0.01%
1,499,077
+19,737
2831
$404K ﹤0.01%
4,070
+300
2832
$402K ﹤0.01%
4,154
-799
2833
$401K ﹤0.01%
+31,103
2834
$401K ﹤0.01%
6,047
2835
$401K ﹤0.01%
144,900
-103,648
2836
$394K ﹤0.01%
10,557
-20,775
2837
$392K ﹤0.01%
3,432
+151
2838
$391K ﹤0.01%
84,228
+73,333
2839
$390K ﹤0.01%
14,441
-13,167
2840
$388K ﹤0.01%
16,671
-6,432
2841
$385K ﹤0.01%
22,836
-417
2842
$385K ﹤0.01%
22,800
-27,550
2843
$384K ﹤0.01%
11,422
-22,185
2844
$384K ﹤0.01%
10,978
+2,094
2845
$375K ﹤0.01%
11,177
+330
2846
$374K ﹤0.01%
9,038
+271
2847
$374K ﹤0.01%
13,814
2848
$371K ﹤0.01%
+63,605
2849
$370K ﹤0.01%
+8,264
2850
$370K ﹤0.01%
20,735
-218,538