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
1476
$10.4M ﹤0.01%
511,517
-13,448
1477
$10.3M ﹤0.01%
278,238
+2,793
1478
$10.3M ﹤0.01%
354,013
+45,375
1479
$10.3M ﹤0.01%
301,229
-675,143
1480
$10.3M ﹤0.01%
402,193
-700,636
1481
$10.3M ﹤0.01%
367,752
+3,568
1482
$10.3M ﹤0.01%
294,112
+63,148
1483
$10.3M ﹤0.01%
347,675
+10,900
1484
$10.3M ﹤0.01%
700,039
-111,817
1485
$10.3M ﹤0.01%
450,000
1486
$10.2M ﹤0.01%
75,019
-86,040
1487
$10.2M ﹤0.01%
766,320
-300,150
1488
$10.2M ﹤0.01%
+150,203
1489
$10.2M ﹤0.01%
312,009
+2,671
1490
$10.2M ﹤0.01%
+100,000
1491
$10.2M ﹤0.01%
328,128
-412,563
1492
$10.1M ﹤0.01%
278,269
+31,167
1493
$10.1M ﹤0.01%
783,352
+373,022
1494
$10.1M ﹤0.01%
200,015
+30,586
1495
$10.1M ﹤0.01%
553,496
+518,496
1496
$10.1M ﹤0.01%
283,405
+2,200
1497
$10M ﹤0.01%
82,053
+71,573
1498
$10M ﹤0.01%
81,902
-5,400
1499
$10M ﹤0.01%
+452,669
1500
$10M ﹤0.01%
408,112
+184,685