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
826
$38.1M 0.01%
899,460
+89,822
827
$37.9M 0.01%
1,895,247
+637,203
828
$37.9M 0.01%
2,560,432
+434,065
829
$37.9M 0.01%
1,010,944
-486,905
830
$37.6M 0.01%
811,071
-8,408
831
$37.5M 0.01%
4,101,276
-6,296,504
832
$37.5M 0.01%
2,472,787
-830,125
833
$37.5M 0.01%
1,558,024
+256,368
834
$37.3M 0.01%
563,738
+107,299
835
$37.2M 0.01%
671,827
-81,796
836
$37M 0.01%
709,848
-1,060,435
837
$36.9M 0.01%
5,221,368
+1,222,278
838
$36.9M 0.01%
2,114,230
-199,341
839
$36.8M 0.01%
5,074,289
+108,224
840
$36.8M 0.01%
2,356,125
-252,925
841
$36.6M 0.01%
1,513,057
-121,408
842
$36.6M 0.01%
1,111,483
+243,742
843
$36.5M 0.01%
515,015
-5
844
$36.4M 0.01%
2,677,851
-224,425
845
$36.4M 0.01%
1,129,096
-665,796
846
$35.8M 0.01%
1,243,277
+41,542
847
$35.7M 0.01%
2,523,869
-1,246,590
848
$35.6M 0.01%
3,038,914
-2,434,435
849
$35.5M 0.01%
605,189
-206,555
850
$35.4M 0.01%
927,304
+829,241