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
1376
$12.3M ﹤0.01%
284,296
+10,675
1377
$12.3M ﹤0.01%
275,452
+1,391
1378
$12.3M ﹤0.01%
388,730
+2,100
1379
$12.3M ﹤0.01%
344,131
+7,200
1380
$12.3M ﹤0.01%
34,337
+1,008
1381
$12.2M ﹤0.01%
1,347,075
+86,466
1382
$12.2M ﹤0.01%
359,509
+18,698
1383
$12.2M ﹤0.01%
569,025
-1,736
1384
$12.2M ﹤0.01%
700,351
-152,371
1385
$12.2M ﹤0.01%
407,500
+115,882
1386
$12.1M ﹤0.01%
2,534,987
+39,611
1387
$12.1M ﹤0.01%
1,870,551
+37,008
1388
$12.1M ﹤0.01%
245,100
1389
$12.1M ﹤0.01%
543,078
+94,956
1390
$12.1M ﹤0.01%
216,731
-201,787
1391
$12M ﹤0.01%
2,668,307
+786,832
1392
$12M ﹤0.01%
428,580
+12,828
1393
$12M ﹤0.01%
302,088
+82,955
1394
$12M ﹤0.01%
504,833
+25,879
1395
$12M ﹤0.01%
313,858
-134,973
1396
$12M ﹤0.01%
111,093
-217,091
1397
$11.9M ﹤0.01%
838,241
+15,999
1398
$11.9M ﹤0.01%
1,439,376
+13,728
1399
$11.9M ﹤0.01%
415,976
+58,639
1400
$11.9M ﹤0.01%
197,324
+42,890