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
501
$104M 0.03%
6,939,692
-103,188
502
$103M 0.03%
2,303,813
+610,511
503
$103M 0.03%
889,960
-250,067
504
$103M 0.03%
3,056,318
+370,532
505
$102M 0.03%
9,640,104
-280,332
506
$102M 0.03%
946,880
+510,615
507
$102M 0.03%
2,550,734
+2,474,673
508
$102M 0.03%
5,603,563
-473,368
509
$102M 0.03%
1,179,252
-125,464
510
$101M 0.03%
2,285,374
-1,244,400
511
$101M 0.03%
2,858,264
-20,164
512
$100M 0.03%
1,422,964
-247,599
513
$100M 0.03%
3,807,028
+654,389
514
$100M 0.03%
1,634,023
+132,177
515
$99.2M 0.03%
3,991,789
-685,416
516
$99.2M 0.03%
2,089,135
+14,957
517
$98.4M 0.03%
3,652,592
-594,447
518
$97.9M 0.03%
2,656,423
-602,272
519
$97M 0.03%
3,576,108
+224,684
520
$96.8M 0.03%
3,832,006
-123,632
521
$96.8M 0.03%
1,303,189
-13,874
522
$96.7M 0.03%
2,243,226
+740,546
523
$96.3M 0.03%
1,460,489
+109,830
524
$96.2M 0.03%
1,102,120
-55,210
525
$95.7M 0.03%
665,611
-42,757