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
901
$31.4M 0.01%
678,084
+30,957
902
$31.4M 0.01%
956,062
-8,680,977
903
$31.3M 0.01%
536,790
-1,366,806
904
$31.1M 0.01%
6,296,114
-226,072
905
$31.1M 0.01%
493,209
+27,682
906
$30.8M 0.01%
636,832
-998,090
907
$30.7M 0.01%
329,970
+91,572
908
$30.7M 0.01%
1,283,398
-138,578
909
$30.7M 0.01%
4,819,757
-2,440,521
910
$30.6M 0.01%
350,445
-217,685
911
$30.5M 0.01%
3,357,456
-27,185
912
$30.5M 0.01%
765,871
+86,009
913
$30.4M 0.01%
1,521,348
-95,761
914
$30.2M 0.01%
121,281
-100,000
915
$30.2M 0.01%
870,150
+29,025
916
$30.2M 0.01%
350,041
-32,634
917
$30M 0.01%
389,743
+23,801
918
$30M 0.01%
722,897
+4,341
919
$30M 0.01%
27,829
-2,386
920
$29.9M 0.01%
795,628
+52,475
921
$29.9M 0.01%
140,751
+13,925
922
$29.8M 0.01%
688,548
-3,447,763
923
$29.8M 0.01%
101,643
+97,892
924
$29.8M 0.01%
1,287,761
+444,971
925
$29.7M 0.01%
751,693
-85,590