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
2951
$229K ﹤0.01%
8,177
-82,384
2952
$229K ﹤0.01%
11,002
-126,417
2953
$229K ﹤0.01%
4,998
-157,609
2954
$229K ﹤0.01%
+7,143
2955
$228K ﹤0.01%
71,151
+39,111
2956
$228K ﹤0.01%
+3,083
2957
$227K ﹤0.01%
16,645
-80
2958
$227K ﹤0.01%
+16,717
2959
$224K ﹤0.01%
+15,420
2960
$224K ﹤0.01%
77,445
2961
$221K ﹤0.01%
+14,588
2962
$221K ﹤0.01%
+8,770
2963
$220K ﹤0.01%
+7,910
2964
$218K ﹤0.01%
26,345
+2,470
2965
$216K ﹤0.01%
9,987
-61
2966
$215K ﹤0.01%
15,726
-1,026
2967
$215K ﹤0.01%
7,466
-35
2968
$214K ﹤0.01%
13,160
2969
$213K ﹤0.01%
13,000
2970
$210K ﹤0.01%
23,967
-237,039
2971
$209K ﹤0.01%
3,008
+61
2972
$208K ﹤0.01%
3,000
2973
$206K ﹤0.01%
+4,000
2974
$205K ﹤0.01%
18,017
+650
2975
$205K ﹤0.01%
+4,092