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
1151
$18.8M 0.01%
414,581
+163,002
1152
$18.8M 0.01%
353,583
-14,706
1153
$18.8M 0.01%
233,716
-32,450
1154
$18.8M 0.01%
982,802
+20,313
1155
$18.8M 0.01%
1,486,799
+132,527
1156
$18.7M 0.01%
298,517
-13,327
1157
$18.7M 0.01%
1,112,023
+952,401
1158
$18.7M 0.01%
1,519,959
+100,575
1159
$18.6M 0.01%
378,145
+8,460
1160
$18.6M 0.01%
1,409,549
-282,355
1161
$18.6M 0.01%
253,277
-9,821
1162
$18.6M 0.01%
804,322
+76,907
1163
$18.5M 0.01%
684,758
+4,784
1164
$18.5M ﹤0.01%
546,804
+168,602
1165
$18.4M ﹤0.01%
519,448
+42,276
1166
$18.3M ﹤0.01%
553,274
-4,414,322
1167
$18.3M ﹤0.01%
356,023
+12,395
1168
$18.3M ﹤0.01%
217,362
+14,850
1169
$18.2M ﹤0.01%
377,290
-364,886
1170
$18.1M ﹤0.01%
403,650
-2,216
1171
$18.1M ﹤0.01%
3,007
+46
1172
$18M ﹤0.01%
276,789
+73,524
1173
$18M ﹤0.01%
276,966
-18,349
1174
$18M ﹤0.01%
32,662
-84,799
1175
$17.9M ﹤0.01%
62,940
-19,889