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
1176
$17.9M ﹤0.01%
2,083,819
+455,366
1177
$17.9M ﹤0.01%
268,275
-170,911
1178
$17.9M ﹤0.01%
891,275
+48,250
1179
$17.8M ﹤0.01%
1,223,866
-1,207,536
1180
$17.8M ﹤0.01%
293,880
-50,217
1181
$17.7M ﹤0.01%
400,030
-38,922
1182
$17.7M ﹤0.01%
1,134,766
+631,339
1183
$17.7M ﹤0.01%
548,714
+63,888
1184
$17.7M ﹤0.01%
480,800
-313,567
1185
$17.7M ﹤0.01%
688,468
+8,100
1186
$17.7M ﹤0.01%
273,397
-19,932
1187
$17.7M ﹤0.01%
616,077
-43,380
1188
$17.6M ﹤0.01%
989,316
-75,134
1189
$17.6M ﹤0.01%
399,985
-211,838
1190
$17.6M ﹤0.01%
182,226
+46,328
1191
$17.5M ﹤0.01%
679,950
-338,797
1192
$17.5M ﹤0.01%
1,555,870
+1,003,856
1193
$17.5M ﹤0.01%
1,334,123
-915,375
1194
$17.4M ﹤0.01%
408,895
-17,740
1195
$17.4M ﹤0.01%
361,444
-116,515
1196
$17.4M ﹤0.01%
130,440
+32,861
1197
$17.3M ﹤0.01%
119,167
+26,731
1198
$17.3M ﹤0.01%
2,841,380
+173,216
1199
$17.3M ﹤0.01%
570,855
-223,997
1200
$17.2M ﹤0.01%
356,481
+124,504