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
2251
$1.88M ﹤0.01%
85,455
+66,924
2252
$1.87M ﹤0.01%
32,875
-2,987
2253
$1.87M ﹤0.01%
65,103
-50
2254
$1.87M ﹤0.01%
15,745
-7,990
2255
$1.87M ﹤0.01%
140,271
+788
2256
$1.86M ﹤0.01%
16,900
+4,000
2257
$1.86M ﹤0.01%
66,473
-433,689
2258
$1.86M ﹤0.01%
152,425
-12,659
2259
$1.86M ﹤0.01%
84,600
+2,900
2260
$1.86M ﹤0.01%
19,623
-205,953
2261
$1.85M ﹤0.01%
61,561
+4,621
2262
$1.84M ﹤0.01%
251,085
-331,171
2263
$1.84M ﹤0.01%
20,900
-404
2264
$1.84M ﹤0.01%
28,778
-213,091
2265
$1.83M ﹤0.01%
65,589
-1,135,353
2266
$1.83M ﹤0.01%
81,505
+1,929
2267
$1.82M ﹤0.01%
27,236
+8,262
2268
$1.82M ﹤0.01%
2,715
-43
2269
$1.82M ﹤0.01%
61,925
-13,593
2270
$1.82M ﹤0.01%
56,623
-28,800
2271
$1.81M ﹤0.01%
49,318
+6,348
2272
$1.81M ﹤0.01%
69,376
-3,566
2273
$1.79M ﹤0.01%
169,700
+12,100
2274
$1.79M ﹤0.01%
36,940
+4,300
2275
$1.78M ﹤0.01%
182,532
+13,481