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
2301
$1.65M ﹤0.01%
57,114
-90,441
2302
$1.65M ﹤0.01%
36,239
+3,347
2303
$1.65M ﹤0.01%
62,600
-3,537
2304
$1.65M ﹤0.01%
26,974
-1,263
2305
$1.64M ﹤0.01%
500,000
+112,275
2306
$1.64M ﹤0.01%
2
2307
$1.63M ﹤0.01%
75,956
-4,260,000
2308
$1.62M ﹤0.01%
83,000
+3,700
2309
$1.61M ﹤0.01%
16,675
-45
2310
$1.61M ﹤0.01%
113,996
-117,493
2311
$1.61M ﹤0.01%
27,297
-24,887
2312
$1.61M ﹤0.01%
+71,420
2313
$1.61M ﹤0.01%
21,367
+466
2314
$1.6M ﹤0.01%
85,100
+1,390
2315
$1.59M ﹤0.01%
34,530
-2,607
2316
$1.59M ﹤0.01%
45,600
-15,200
2317
$1.59M ﹤0.01%
84,344
+12,830
2318
$1.59M ﹤0.01%
66,185
-13,406
2319
$1.59M ﹤0.01%
88,012
+60,061
2320
$1.58M ﹤0.01%
33,819
-107,915
2321
$1.57M ﹤0.01%
106,218
-15,012
2322
$1.57M ﹤0.01%
71,286
-49,726
2323
$1.56M ﹤0.01%
95,891
+31,537
2324
$1.56M ﹤0.01%
+38,895
2325
$1.56M ﹤0.01%
99,700
-3,147