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
1026
$24.1M 0.01%
441,922
-217,677
1027
$24.1M 0.01%
599,302
+7,701
1028
$23.9M 0.01%
2,622,499
+1,295,757
1029
$23.9M 0.01%
1,734,511
+168,250
1030
$23.9M 0.01%
922,977
+98,856
1031
$23.8M 0.01%
6,764,710
+1,195,390
1032
$23.8M 0.01%
2,267,210
-526,636
1033
$23.7M 0.01%
269,463
-44,639
1034
$23.6M 0.01%
489,108
1035
$23.6M 0.01%
174,319
-63,641
1036
$23.5M 0.01%
587,569
+569
1037
$23.4M 0.01%
651,048
-19,516
1038
$23.4M 0.01%
907,413
+27,398
1039
$23.4M 0.01%
835,279
+401,425
1040
$23.3M 0.01%
865,640
+87,368
1041
$23.3M 0.01%
925,136
+107,600
1042
$23.3M 0.01%
492,378
1043
$23.3M 0.01%
366,203
-20,945
1044
$23.2M 0.01%
662,625
-244,969
1045
$23.1M 0.01%
224,676
+42,598
1046
$23.1M 0.01%
2,933,532
-875,679
1047
$23.1M 0.01%
221,836
+25,464
1048
$23.1M 0.01%
969,894
+36,729
1049
$23M 0.01%
213,781
-4,465
1050
$23M 0.01%
1,209,558
-284,620