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
176
$498M 0.13%
7,306,545
-317,097
177
$492M 0.13%
4,235,687
+2,244,763
178
$490M 0.13%
5,732,006
-3,235,025
179
$489M 0.13%
2,781,414
+364,330
180
$483M 0.13%
16,037,021
-7,954,268
181
$477M 0.13%
6,587,356
+1,712,660
182
$471M 0.13%
8,347,310
-1,385,135
183
$462M 0.12%
3,899,996
-566,422
184
$457M 0.12%
13,347,231
+1,176,437
185
$454M 0.12%
5,179,280
-743,392
186
$452M 0.12%
10,669,178
-1,291,253
187
$447M 0.12%
5,387,612
+1,717,932
188
$444M 0.12%
18,906,806
-1,523,128
189
$436M 0.12%
4,441,964
+64,262
190
$431M 0.12%
16,610,974
-546,110
191
$428M 0.11%
5,884,212
+298,996
192
$428M 0.11%
7,872,264
-1,170,667
193
$425M 0.11%
7,462,078
+396,430
194
$422M 0.11%
9,535,914
+3,645,762
195
$419M 0.11%
4,686,926
-139,255
196
$414M 0.11%
16,557,771
+14,176,346
197
$410M 0.11%
3,339,099
+130,249
198
$408M 0.11%
5,586,443
-707,899
199
$407M 0.11%
2,680,442
-165,703
200
$407M 0.11%
8,408,604
-2,455,740