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
1101
$20.5M 0.01%
477,000
1102
$20.4M 0.01%
432,970
+256,223
1103
$20.3M 0.01%
413,330
-935,020
1104
$20.3M 0.01%
1,675,155
+766,750
1105
$20.2M 0.01%
1,484,173
+111,500
1106
$20.2M 0.01%
3,886,968
-1,869,648
1107
$20.2M 0.01%
221,226
+51,673
1108
$20.2M 0.01%
461,965
+2,700
1109
$20.1M 0.01%
807,348
-428,342
1110
$20.1M 0.01%
2,810,370
-110,630
1111
$20.1M 0.01%
1,658,770
+361,311
1112
$20.1M 0.01%
990,786
+315,420
1113
$20.1M 0.01%
176,156
+30,984
1114
$20.1M 0.01%
288,299
-138,160
1115
$20M 0.01%
730,336
+232,586
1116
$20M 0.01%
1,679,751
+92,825
1117
$20M 0.01%
220,203
-7,937
1118
$19.9M 0.01%
4,727,500
+2,429,059
1119
$19.8M 0.01%
3,571,472
-338,723
1120
$19.8M 0.01%
659,448
+18,420
1121
$19.7M 0.01%
+895,234
1122
$19.6M 0.01%
629,029
+5,000
1123
$19.5M 0.01%
740,139
+284,791
1124
$19.5M 0.01%
1,416,271
-131,618
1125
$19.5M 0.01%
1,669,178
+32,053