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
51
$1.28B 0.34%
52,421,120
-11,484,096
52
$1.27B 0.34%
15,405,814
-3,686,500
53
$1.26B 0.34%
21,625,500
+2,772,489
54
$1.22B 0.33%
6,966,345
+296,096
55
$1.21B 0.32%
8,355,821
+753,792
56
$1.2B 0.32%
11,484,191
+905,507
57
$1.18B 0.32%
2,539,170
+103,791
58
$1.15B 0.31%
6,644,113
+598,632
59
$1.15B 0.31%
3,946,702
-1,013,729
60
$1.15B 0.31%
33,106,193
-4,388,127
61
$1.13B 0.3%
21,360,070
+683,328
62
$1.1B 0.29%
22,270,213
+4,799,314
63
$1.07B 0.29%
11,993,158
-1,074,807
64
$1.06B 0.28%
16,883,245
-493,918
65
$1.06B 0.28%
21,574,172
+18,885,890
66
$1.05B 0.28%
56,480,159
+7,299,165
67
$1.02B 0.27%
5,936,731
+2,221,242
68
$1.01B 0.27%
11,547,688
+1,888,383
69
$996M 0.27%
26,834,443
+1,647,735
70
$992M 0.27%
17,451,235
-8,311,160
71
$992M 0.27%
23,686,513
-3,116,329
72
$992M 0.27%
22,790,649
-8,420,715
73
$981M 0.26%
27,481,568
-4,687,948
74
$979M 0.26%
24,390,553
-5,001,960
75
$977M 0.26%
8,085,301
+1,716,013
1 2
3
4 5