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
2051
$3.17M ﹤0.01%
28,922
-7,978
2052
$3.16M ﹤0.01%
107,097
-34,968
2053
$3.15M ﹤0.01%
96,971
-1,293,021
2054
$3.15M ﹤0.01%
268,031
-75,405
2055
$3.14M ﹤0.01%
120,756
+92,757
2056
$3.13M ﹤0.01%
31,109
+5,817
2057
$3.13M ﹤0.01%
47,730
+3,872
2058
$3.12M ﹤0.01%
+555,600
2059
$3.11M ﹤0.01%
188,872
+3,399
2060
$3.1M ﹤0.01%
47,510
+27,911
2061
$3.08M ﹤0.01%
49,337
+8,671
2062
$3.08M ﹤0.01%
80,477
-8,444
2063
$3.08M ﹤0.01%
70,950
+17,586
2064
$3.07M ﹤0.01%
74,596
+2,693
2065
$3.06M ﹤0.01%
+211,021
2066
$3.05M ﹤0.01%
103,925
+300
2067
$3.05M ﹤0.01%
82,550
+21,225
2068
$3.05M ﹤0.01%
45,514
+13,432
2069
$3.04M ﹤0.01%
66,021
+409
2070
$3.03M ﹤0.01%
+152,300
2071
$3.03M ﹤0.01%
+32,622
2072
$3.01M ﹤0.01%
255,330
-231,224
2073
$3M ﹤0.01%
+308,397
2074
$3M ﹤0.01%
230,540
+8,150
2075
$3M ﹤0.01%
309,279
-1,503,466