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
26
$2.08B 0.55%
29,794,794
+841,510
27
$2.05B 0.55%
11,061,983
-78,829
28
$2.03B 0.54%
64,567,304
-1,194,207
29
$2.03B 0.54%
24,216,492
+9,191,485
30
$1.99B 0.53%
33,578,096
-4,175,206
31
$1.95B 0.52%
20,896,649
-13,518,399
32
$1.9B 0.51%
26,354,237
-4,325,227
33
$1.83B 0.49%
18,658,763
+320,939
34
$1.78B 0.48%
62,746,204
-5,071,326
35
$1.73B 0.46%
9,636,981
-1,711,385
36
$1.72B 0.46%
263,859,590
+518,050
37
$1.61B 0.43%
28,817,222
-7,984,838
38
$1.59B 0.43%
8,938,107
+2,731,436
39
$1.59B 0.43%
37,890,946
+3,337,111
40
$1.53B 0.41%
51,074,872
+433,041
41
$1.53B 0.41%
17,012,563
-318,825
42
$1.53B 0.41%
34,027,290
-4,233,027
43
$1.51B 0.4%
5,549,078
+2,443,269
44
$1.5B 0.4%
15,931,229
+54,623
45
$1.46B 0.39%
54,167,573
+4,185,260
46
$1.45B 0.39%
37,173,936
+1,167,100
47
$1.43B 0.38%
16,224,923
-2,221,844
48
$1.42B 0.38%
30,105,916
-15,750,699
49
$1.31B 0.35%
11,965,813
+1,826,399
50
$1.3B 0.35%
16,480,235
+5,344,141
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