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
951
$27.7M 0.01%
853,863
+7,176
952
$27.7M 0.01%
1,020,252
+183,128
953
$27.6M 0.01%
799,839
+170,454
954
$27.6M 0.01%
2,818,453
-592,336
955
$27.6M 0.01%
977,182
+97,660
956
$27.6M 0.01%
1,374,970
-149,941
957
$27.5M 0.01%
916,431
+29,844
958
$27.5M 0.01%
1,806,893
-51,995
959
$27.5M 0.01%
1,112,974
+36,258
960
$27.5M 0.01%
661,995
+91,247
961
$27.4M 0.01%
2,282,471
-1,037,918
962
$27.4M 0.01%
612,087
+186,699
963
$27.3M 0.01%
663,577
-119,256
964
$27.3M 0.01%
1,300,614
-41,623
965
$27.2M 0.01%
381,542
+323,059
966
$27.2M 0.01%
548,473
+43,372
967
$27.2M 0.01%
991,942
-82,487
968
$27.1M 0.01%
2,016,926
+367,176
969
$27.1M 0.01%
602,985
+55,896
970
$27M 0.01%
1,635,030
+729,770
971
$27M 0.01%
128,357
+125,729
972
$27M 0.01%
1,933,511
+270,000
973
$27M 0.01%
657,388
-52,216
974
$26.9M 0.01%
1,068,276
-29,856
975
$26.9M 0.01%
2,557,320
-9,900