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
151
$579M 0.15%
6,983,650
+1,842,324
152
$577M 0.15%
7,506,158
-2,321,072
153
$576M 0.15%
42,445,613
+9,019,393
154
$568M 0.15%
4,655,208
-38,934
155
$551M 0.15%
11,897,820
-215,518
156
$550M 0.15%
9,951,309
+1,193,400
157
$549M 0.15%
6,590,191
-551,763
158
$543M 0.15%
5,158,203
+2,438,282
159
$542M 0.14%
3,264,609
+813,534
160
$539M 0.14%
21,663,327
-3,132,584
161
$538M 0.14%
4,538,851
+288,426
162
$536M 0.14%
11,147,475
+3,757,372
163
$535M 0.14%
6,436,280
+298,777
164
$534M 0.14%
7,009,807
-738,615
165
$527M 0.14%
8,206,187
+127,876
166
$520M 0.14%
9,676,083
-1,310,683
167
$517M 0.14%
14,313,271
-6,335,573
168
$516M 0.14%
+11,127,011
169
$516M 0.14%
8,126,369
-1,233,682
170
$515M 0.14%
3,811,654
-455,510
171
$507M 0.14%
5,691,182
-1,336,925
172
$507M 0.14%
7,301,588
-174,893
173
$506M 0.14%
14,201,041
-6,243,087
174
$505M 0.14%
698,146
-92,311
175
$504M 0.13%
26,652,237
-1,242,765