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
1976
$3.71M ﹤0.01%
449,032
-17,668
1977
$3.7M ﹤0.01%
382,788
-774,282
1978
$3.7M ﹤0.01%
669,877
-158,700
1979
$3.7M ﹤0.01%
114,876
+24,551
1980
$3.7M ﹤0.01%
499,846
-157,579
1981
$3.68M ﹤0.01%
77,101
+25,448
1982
$3.68M ﹤0.01%
81,961
+2,884
1983
$3.67M ﹤0.01%
19,002
+8,687
1984
$3.65M ﹤0.01%
+77,056
1985
$3.64M ﹤0.01%
115,129
-7,601
1986
$3.64M ﹤0.01%
191,600
-9,046
1987
$3.64M ﹤0.01%
65,755
-10,752
1988
$3.62M ﹤0.01%
35,775
+19,940
1989
$3.6M ﹤0.01%
307,730
-13,992
1990
$3.6M ﹤0.01%
239,578
+20,056
1991
$3.6M ﹤0.01%
45,349
-1,988
1992
$3.58M ﹤0.01%
166,570
+13,270
1993
$3.57M ﹤0.01%
75,608
-612,510
1994
$3.56M ﹤0.01%
217,769
-51,107
1995
$3.56M ﹤0.01%
37,886
-19,169
1996
$3.54M ﹤0.01%
153,731
-151,817
1997
$3.52M ﹤0.01%
477,095
+87,285
1998
$3.52M ﹤0.01%
348,610
+208,422
1999
$3.51M ﹤0.01%
327,287
+242,326
2000
$3.51M ﹤0.01%
135,025
-170,813