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
1301
$13.9M ﹤0.01%
241,782
+15,920
1302
$13.9M ﹤0.01%
1,026,927
+674,560
1303
$13.9M ﹤0.01%
477,122
+441,020
1304
$13.8M ﹤0.01%
654,583
+125,528
1305
$13.8M ﹤0.01%
185,300
+38,752
1306
$13.8M ﹤0.01%
255,834
+51,438
1307
$13.8M ﹤0.01%
486,792
-89,936
1308
$13.8M ﹤0.01%
312,600
-53,879
1309
$13.7M ﹤0.01%
2,186,964
+458,100
1310
$13.7M ﹤0.01%
2,997
+2,005
1311
$13.7M ﹤0.01%
413,697
-119,073
1312
$13.7M ﹤0.01%
45,912
+1,134
1313
$13.6M ﹤0.01%
498,670
-105,692
1314
$13.6M ﹤0.01%
333,709
-6
1315
$13.6M ﹤0.01%
421,050
-253,163
1316
$13.5M ﹤0.01%
436,402
-70,590
1317
$13.5M ﹤0.01%
344,752
-243,053
1318
$13.5M ﹤0.01%
344,734
+46,226
1319
$13.5M ﹤0.01%
8,830
-998
1320
$13.5M ﹤0.01%
978,607
+151,578
1321
$13.4M ﹤0.01%
515,176
+33,832
1322
$13.4M ﹤0.01%
209,419
-31,713
1323
$13.4M ﹤0.01%
1,682,900
1324
$13.4M ﹤0.01%
2,027,943
+276,016
1325
$13.4M ﹤0.01%
337,667
-308,732