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
2276
$1.78M ﹤0.01%
71,633
+9,004
2277
$1.77M ﹤0.01%
40,636
-53,564
2278
$1.77M ﹤0.01%
90,447
+1,420
2279
$1.77M ﹤0.01%
318,294
+67,702
2280
$1.77M ﹤0.01%
354,267
+46,525
2281
$1.76M ﹤0.01%
68,970
+1,250
2282
$1.75M ﹤0.01%
294,100
-229,577
2283
$1.75M ﹤0.01%
2,340
+263
2284
$1.74M ﹤0.01%
228,758
+37,127
2285
$1.74M ﹤0.01%
198,458
-30,033
2286
$1.73M ﹤0.01%
132,215
-204,651
2287
$1.73M ﹤0.01%
7,718
+125
2288
$1.73M ﹤0.01%
99,875
+4,300
2289
$1.72M ﹤0.01%
49,635
+21,193
2290
$1.71M ﹤0.01%
54,312
-48,277
2291
$1.71M ﹤0.01%
127,533
-100,475
2292
$1.71M ﹤0.01%
16,233
-82,544
2293
$1.7M ﹤0.01%
19,981
+823
2294
$1.7M ﹤0.01%
+102,610
2295
$1.68M ﹤0.01%
43,661
+1,550
2296
$1.67M ﹤0.01%
111,378
+73,182
2297
$1.67M ﹤0.01%
65,000
2298
$1.67M ﹤0.01%
112,783
-79,292
2299
$1.67M ﹤0.01%
28,033
-23,541
2300
$1.66M ﹤0.01%
33,542
+796