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
651
$60.8M 0.02%
+144,874
652
$60.7M 0.02%
1,698,478
-64,816
653
$60.4M 0.02%
1,908,825
+1,069,772
654
$60.3M 0.02%
1,701,950
+1,400,651
655
$60.3M 0.02%
3,035,132
+81,242
656
$60.1M 0.02%
1,388,026
-6,162,455
657
$60M 0.02%
416,798
-357,112
658
$59.9M 0.02%
1,084,960
-182,456
659
$59.9M 0.02%
4,864,341
+4,501,344
660
$59.8M 0.02%
1,180,592
-827,890
661
$59.7M 0.02%
899,946
-115,768
662
$59.6M 0.02%
2,517,066
-17,856
663
$59.2M 0.02%
3,351,647
-452,932
664
$59.1M 0.02%
4,227,630
+1,281,558
665
$58.9M 0.02%
549,477
-1,071
666
$58.4M 0.02%
570,112
-273,940
667
$58.3M 0.02%
933,988
-116,875
668
$58.2M 0.02%
2,933,555
-1,173,141
669
$58.1M 0.02%
49,784
-4,511
670
$57.8M 0.02%
2,668,800
-628,922
671
$57.7M 0.02%
882,737
-466,925
672
$57.5M 0.02%
548,319
+173,644
673
$57.4M 0.02%
1,297,865
+134,134
674
$57.3M 0.02%
1,487,405
+18,873
675
$57.2M 0.02%
546,232
-961,851