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
1851
$4.91M ﹤0.01%
44,831
-236,341
1852
$4.9M ﹤0.01%
+704,625
1853
$4.87M ﹤0.01%
138,812
+3,187
1854
$4.86M ﹤0.01%
103,200
-30,506
1855
$4.85M ﹤0.01%
36,136
-28,921
1856
$4.85M ﹤0.01%
258,581
+6,425
1857
$4.83M ﹤0.01%
572,175
+2,243
1858
$4.82M ﹤0.01%
53,886
-9,164
1859
$4.82M ﹤0.01%
+204,331
1860
$4.82M ﹤0.01%
260,599
+16,900
1861
$4.82M ﹤0.01%
520,159
+40,823
1862
$4.82M ﹤0.01%
487,519
+13,475
1863
$4.81M ﹤0.01%
+218,474
1864
$4.79M ﹤0.01%
173,684
+161,230
1865
$4.79M ﹤0.01%
268,100
-91,340
1866
$4.76M ﹤0.01%
144,952
+7,456
1867
$4.74M ﹤0.01%
656,115
-448,366
1868
$4.7M ﹤0.01%
732,553
-842,325
1869
$4.7M ﹤0.01%
93,733
+83,037
1870
$4.68M ﹤0.01%
173,726
+3,403
1871
$4.65M ﹤0.01%
126,091
+1,797
1872
$4.63M ﹤0.01%
254,869
+99,382
1873
$4.62M ﹤0.01%
350,000
+79,658
1874
$4.61M ﹤0.01%
158,970
+3,125
1875
$4.6M ﹤0.01%
112,690
-55,269