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
1351
$12.8M ﹤0.01%
27,031
+15,121
1352
$12.8M ﹤0.01%
209,892
+6,552
1353
$12.8M ﹤0.01%
45,938
-7,214
1354
$12.7M ﹤0.01%
572,150
+85,366
1355
$12.7M ﹤0.01%
276,945
+11,242
1356
$12.7M ﹤0.01%
282,042
+11,837
1357
$12.7M ﹤0.01%
778,865
+120,644
1358
$12.7M ﹤0.01%
261,450
+7,275
1359
$12.7M ﹤0.01%
577,750
+16,128
1360
$12.7M ﹤0.01%
6,813,400
+1,268,462
1361
$12.7M ﹤0.01%
313,931
-18,990
1362
$12.6M ﹤0.01%
320,303
+86,125
1363
$12.6M ﹤0.01%
498,026
+300,930
1364
$12.6M ﹤0.01%
567,311
-224,272
1365
$12.6M ﹤0.01%
479,117
-5,333
1366
$12.5M ﹤0.01%
558,850
+358,338
1367
$12.5M ﹤0.01%
4,808,077
1368
$12.5M ﹤0.01%
410,012
-4,979
1369
$12.5M ﹤0.01%
483,282
-1,127,050
1370
$12.4M ﹤0.01%
622,077
+29,776
1371
$12.4M ﹤0.01%
93,171
+26,772
1372
$12.4M ﹤0.01%
1,004,225
-137,158
1373
$12.4M ﹤0.01%
153,913
-138,689
1374
$12.3M ﹤0.01%
239,252
+18,772
1375
$12.3M ﹤0.01%
414,424
+185,113