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
426
$142M 0.04%
2,578,851
+984,109
427
$142M 0.04%
6,077,287
-299,535
428
$142M 0.04%
1,902,363
-29,196
429
$141M 0.04%
+722
430
$140M 0.04%
4,324,378
-169,565
431
$140M 0.04%
1,836,940
-270,528
432
$140M 0.04%
2,859,004
-1,352,783
433
$139M 0.04%
2,771,941
+338,843
434
$138M 0.04%
3,817,275
-2,382,847
435
$138M 0.04%
2,000,498
+361,110
436
$137M 0.04%
2,474,347
+1,016,423
437
$137M 0.04%
2,150,835
-370,164
438
$137M 0.04%
2,384,467
+269,571
439
$136M 0.04%
6,548,463
+3,847,103
440
$136M 0.04%
1,151,241
-239,231
441
$136M 0.04%
3,465,113
-100,442
442
$136M 0.04%
1,114,886
-1,132,071
443
$136M 0.04%
8,430,288
+4,558,380
444
$135M 0.04%
1,186,402
+1,031,347
445
$135M 0.04%
5,191,531
+1,504,730
446
$134M 0.04%
3,826,291
+849,998
447
$134M 0.04%
5,943,274
-784,266
448
$133M 0.04%
2,527,215
-4,169,986
449
$132M 0.04%
641,685
+339,860
450
$131M 0.03%
3,432,297
-270,428