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
1276
$14.8M ﹤0.01%
1,940,157
+250,701
1277
$14.7M ﹤0.01%
1,069,183
-7,971,617
1278
$14.7M ﹤0.01%
351,645
+246
1279
$14.7M ﹤0.01%
816,067
-792,410
1280
$14.7M ﹤0.01%
438,773
+17,740
1281
$14.7M ﹤0.01%
820,626
-113,546
1282
$14.6M ﹤0.01%
915,934
+11,032
1283
$14.6M ﹤0.01%
259,744
-61,710
1284
$14.6M ﹤0.01%
282,398
+24,787
1285
$14.6M ﹤0.01%
211,259
-38,715
1286
$14.6M ﹤0.01%
158,264
-39,036
1287
$14.5M ﹤0.01%
302,627
-277,701
1288
$14.5M ﹤0.01%
89,379
-39,837
1289
$14.5M ﹤0.01%
1,545,444
+925,588
1290
$14.5M ﹤0.01%
+459,755
1291
$14.5M ﹤0.01%
744,300
+10,994
1292
$14.4M ﹤0.01%
124,609
-288,060
1293
$14.4M ﹤0.01%
+578,366
1294
$14.4M ﹤0.01%
957,001
+17,389
1295
$14.3M ﹤0.01%
283,036
-47,260
1296
$14.3M ﹤0.01%
652,555
+30,830
1297
$14.1M ﹤0.01%
443,270
-57,599
1298
$14M ﹤0.01%
243,055
-197,540
1299
$14M ﹤0.01%
223,977
-27,959
1300
$14M ﹤0.01%
636,214
-13,647,984