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
1826
$5.18M ﹤0.01%
263,740
+8,250
1827
$5.18M ﹤0.01%
557,408
+6,713
1828
$5.16M ﹤0.01%
71,460
-329,903
1829
$5.15M ﹤0.01%
242,997
+188,952
1830
$5.14M ﹤0.01%
286,434
-67,926
1831
$5.14M ﹤0.01%
127,356
-213,042
1832
$5.14M ﹤0.01%
258,563
-2,378
1833
$5.13M ﹤0.01%
470,670
-640
1834
$5.12M ﹤0.01%
115,189
-31,563
1835
$5.09M ﹤0.01%
141,886
-339,933
1836
$5.08M ﹤0.01%
+403,492
1837
$5.06M ﹤0.01%
94,801
+1,111
1838
$5.03M ﹤0.01%
94,912
-5,525
1839
$5.01M ﹤0.01%
+161,794
1840
$5M ﹤0.01%
427,900
-28,467
1841
$5M ﹤0.01%
47,168
+15,511
1842
$4.98M ﹤0.01%
135,879
-184,724
1843
$4.97M ﹤0.01%
298,241
-45,321
1844
$4.96M ﹤0.01%
257,865
+134,052
1845
$4.94M ﹤0.01%
+221,565
1846
$4.93M ﹤0.01%
+315,907
1847
$4.93M ﹤0.01%
315,961
+3,924
1848
$4.93M ﹤0.01%
94,975
-81,626
1849
$4.93M ﹤0.01%
+295,458
1850
$4.92M ﹤0.01%
+330,793