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
1451
$10.8M ﹤0.01%
136,151
+4,510
1452
$10.8M ﹤0.01%
212,082
+205,751
1453
$10.8M ﹤0.01%
1,300,972
-336,560
1454
$10.8M ﹤0.01%
431,198
+295
1455
$10.7M ﹤0.01%
346,364
-784,210
1456
$10.7M ﹤0.01%
1,229,945
+36,775
1457
$10.7M ﹤0.01%
203,924
-24,122
1458
$10.7M ﹤0.01%
761,793
+291,190
1459
$10.7M ﹤0.01%
268,898
-8,898
1460
$10.7M ﹤0.01%
1,795,188
-777,900
1461
$10.6M ﹤0.01%
56,714
-72,969
1462
$10.6M ﹤0.01%
320,624
+20,935
1463
$10.6M ﹤0.01%
688,529
-7,833
1464
$10.5M ﹤0.01%
1,085,663
+302,898
1465
$10.5M ﹤0.01%
180,674
-3,922
1466
$10.5M ﹤0.01%
855,300
+155,300
1467
$10.5M ﹤0.01%
354,364
+77,528
1468
$10.5M ﹤0.01%
525,236
+88,180
1469
$10.5M ﹤0.01%
63,680
-557
1470
$10.5M ﹤0.01%
307,385
-27,365
1471
$10.5M ﹤0.01%
404,071
+246,311
1472
$10.4M ﹤0.01%
42,705
-367
1473
$10.4M ﹤0.01%
290,962
-32,501
1474
$10.4M ﹤0.01%
252,319
+237,471
1475
$10.4M ﹤0.01%
12,975
+4,810