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
2101
$2.78M ﹤0.01%
39,382
-122,570
2102
$2.78M ﹤0.01%
140,320
-68,081
2103
$2.75M ﹤0.01%
30,452
+1,100
2104
$2.75M ﹤0.01%
442,575
+89,675
2105
$2.72M ﹤0.01%
109
+35
2106
$2.71M ﹤0.01%
112,836
-4,198
2107
$2.71M ﹤0.01%
477,267
-155
2108
$2.71M ﹤0.01%
60,054
-2,102
2109
$2.68M ﹤0.01%
90,039
-66,448
2110
$2.67M ﹤0.01%
98,620
-30,827
2111
$2.67M ﹤0.01%
+266,007
2112
$2.65M ﹤0.01%
25,733
-109,552
2113
$2.65M ﹤0.01%
106,800
+5,570
2114
$2.65M ﹤0.01%
170,782
-210,794
2115
$2.64M ﹤0.01%
+38,734
2116
$2.63M ﹤0.01%
154,000
+3,200
2117
$2.63M ﹤0.01%
79,789
-13,847
2118
$2.62M ﹤0.01%
111,300
+2,200
2119
$2.62M ﹤0.01%
199,200
+39,400
2120
$2.61M ﹤0.01%
151,463
-121,000
2121
$2.6M ﹤0.01%
188,402
-76,348
2122
$2.59M ﹤0.01%
45,049
-513,451
2123
$2.59M ﹤0.01%
67,280
+400
2124
$2.59M ﹤0.01%
94,800
+20,385
2125
$2.58M ﹤0.01%
347,178
-112,601