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
976
$26.8M 0.01%
2,298,470
+1,138,609
977
$26.7M 0.01%
1,557,104
+336,401
978
$26.7M 0.01%
301,239
-530,743
979
$26.7M 0.01%
2,628,159
+58,992
980
$26.6M 0.01%
1,284,998
+7,169
981
$26.5M 0.01%
547,201
+91,855
982
$26.5M 0.01%
805,496
+20,757
983
$26.5M 0.01%
771,003
+23,621
984
$26.3M 0.01%
307,985
-365,053
985
$26.1M 0.01%
772,364
+268,527
986
$26.1M 0.01%
3,067,680
-591,814
987
$26.1M 0.01%
958,388
+346,429
988
$26M 0.01%
1,023,638
-169,236
989
$26M 0.01%
548,927
-761,023
990
$25.9M 0.01%
1,080,059
+6,570
991
$25.9M 0.01%
764,916
+442,587
992
$25.8M 0.01%
380,245
-186,930
993
$25.7M 0.01%
1,572,811
-129,496
994
$25.6M 0.01%
426,973
-335,059
995
$25.6M 0.01%
829,046
-8,664
996
$25.6M 0.01%
97,604
+4,182
997
$25.6M 0.01%
584,292
+163,675
998
$25.5M 0.01%
647,166
+125,150
999
$25.5M 0.01%
1,978,513
+1,845
1000
$25.5M 0.01%
919,755
-54,300