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
776
$42.5M 0.01%
1,839,330
+127,129
777
$42.5M 0.01%
620,330
-41,424
778
$42.4M 0.01%
1,110,149
+57,996
779
$42.2M 0.01%
223,759
+53,757
780
$42.1M 0.01%
783,226
+245,842
781
$42.1M 0.01%
568,580
+19,897
782
$42M 0.01%
777,734
+662,883
783
$41.9M 0.01%
943,319
+191,438
784
$41.9M 0.01%
1,594,760
+1,171,514
785
$41.8M 0.01%
2,235,525
+392,690
786
$41.7M 0.01%
931,450
-310,929
787
$41.7M 0.01%
1,035,991
-100,728
788
$41.6M 0.01%
600,583
-138,071
789
$41.5M 0.01%
1,394,779
-1,726
790
$41.4M 0.01%
561,023
+434,291
791
$41.4M 0.01%
6,700,920
+2,575,801
792
$41.3M 0.01%
1,522,341
+1,189,740
793
$41.3M 0.01%
4,171,983
+158,150
794
$41.2M 0.01%
584,724
-371,803
795
$41.1M 0.01%
2,658,059
+1,666,699
796
$41.1M 0.01%
1,511,284
+486,092
797
$41M 0.01%
770,876
+2,164
798
$40.9M 0.01%
672,103
-1,916
799
$40.6M 0.01%
468,034
-167
800
$40.5M 0.01%
37,610
-8,137