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
2926
$258K ﹤0.01%
7,375
-2,291
2927
$258K ﹤0.01%
+9,975
2928
$257K ﹤0.01%
7,365
2929
$256K ﹤0.01%
+21,597
2930
$256K ﹤0.01%
21,860
-38,291
2931
$253K ﹤0.01%
20,950
+2,449
2932
$253K ﹤0.01%
195,807
+185,000
2933
$253K ﹤0.01%
+10,469
2934
$252K ﹤0.01%
240,236
+69,148
2935
$250K ﹤0.01%
44,776
+5,776
2936
$249K ﹤0.01%
109,033
-174,845
2937
$248K ﹤0.01%
39,029
-575,637
2938
$245K ﹤0.01%
34,397
-26,802
2939
$244K ﹤0.01%
+14,480
2940
$244K ﹤0.01%
50,866
-1,494,183
2941
$242K ﹤0.01%
27,527
2942
$241K ﹤0.01%
4,904
-3,070
2943
$241K ﹤0.01%
94,887
+4,695
2944
$239K ﹤0.01%
+8,667
2945
$238K ﹤0.01%
11,816
2946
$236K ﹤0.01%
+10,752
2947
$236K ﹤0.01%
19,726
+1,226
2948
$233K ﹤0.01%
7,616
-30,007
2949
$232K ﹤0.01%
8,211
-28,698
2950
$232K ﹤0.01%
19,465
-8,496