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
2326
$1.55M ﹤0.01%
18,916
+482
2327
$1.55M ﹤0.01%
+48,112
2328
$1.55M ﹤0.01%
94,205
-1,510
2329
$1.55M ﹤0.01%
257,841
-186,248
2330
$1.54M ﹤0.01%
76,370
-66,218
2331
$1.54M ﹤0.01%
91,492
+19,324
2332
$1.53M ﹤0.01%
+75,777
2333
$1.53M ﹤0.01%
159,113
+101,927
2334
$1.53M ﹤0.01%
13,765
-224
2335
$1.53M ﹤0.01%
63,111
-458
2336
$1.52M ﹤0.01%
195,514
-95,421
2337
$1.51M ﹤0.01%
7,840
+1,706
2338
$1.51M ﹤0.01%
+55,638
2339
$1.51M ﹤0.01%
301,454
-104,515
2340
$1.51M ﹤0.01%
26,394
-2,705
2341
$1.51M ﹤0.01%
180,474
-353,816
2342
$1.5M ﹤0.01%
31,308
-11,731
2343
$1.5M ﹤0.01%
298,744
-2,717
2344
$1.5M ﹤0.01%
65,708
+18,290
2345
$1.49M ﹤0.01%
552,285
+366,101
2346
$1.49M ﹤0.01%
35,015
-61,027
2347
$1.49M ﹤0.01%
82,758
+5,962
2348
$1.49M ﹤0.01%
12,927
+90
2349
$1.49M ﹤0.01%
60,496
+700
2350
$1.48M ﹤0.01%
+100,500