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
2351
$1.48M ﹤0.01%
34,182
-77,607
2352
$1.48M ﹤0.01%
+137,693
2353
$1.47M ﹤0.01%
81,101
2354
$1.47M ﹤0.01%
+3,937
2355
$1.47M ﹤0.01%
108,656
+72,982
2356
$1.47M ﹤0.01%
39,083
+3,988
2357
$1.47M ﹤0.01%
148,899
+816
2358
$1.47M ﹤0.01%
488,533
+3,610
2359
$1.46M ﹤0.01%
30,355
+6,672
2360
$1.46M ﹤0.01%
43,178
-203
2361
$1.46M ﹤0.01%
38,650
-7,282
2362
$1.45M ﹤0.01%
196,550
+6,750
2363
$1.45M ﹤0.01%
94,242
-69,825
2364
$1.44M ﹤0.01%
28,172
+4,908
2365
$1.44M ﹤0.01%
146,128
+374
2366
$1.43M ﹤0.01%
13,111
+7,725
2367
$1.43M ﹤0.01%
64,000
+1,300
2368
$1.43M ﹤0.01%
33,492
-1,941
2369
$1.43M ﹤0.01%
26,132
-25,857
2370
$1.43M ﹤0.01%
56,543
-29,040
2371
$1.42M ﹤0.01%
29,766
-70,549
2372
$1.41M ﹤0.01%
25,127
-793
2373
$1.41M ﹤0.01%
260,682
+3,300
2374
$1.41M ﹤0.01%
82,490
+2,078
2375
$1.41M ﹤0.01%
35,042
+1,467