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
2401
$1.32M ﹤0.01%
44,394
+1,828
2402
$1.32M ﹤0.01%
136,910
+335
2403
$1.31M ﹤0.01%
65,736
-58,409
2404
$1.31M ﹤0.01%
51,274
-105
2405
$1.31M ﹤0.01%
132,328
-23,168
2406
$1.3M ﹤0.01%
26,355
+3,150
2407
$1.3M ﹤0.01%
49,573
-239,512
2408
$1.3M ﹤0.01%
29,640
-14,960
2409
$1.29M ﹤0.01%
15,840
+241
2410
$1.29M ﹤0.01%
40,767
+4,292
2411
$1.29M ﹤0.01%
21,005
+3,060
2412
$1.28M ﹤0.01%
85,205
-78,264
2413
$1.28M ﹤0.01%
48,000
-18,001
2414
$1.27M ﹤0.01%
267,974
-34
2415
$1.27M ﹤0.01%
77,081
+2,825
2416
$1.26M ﹤0.01%
18,334
+1,061
2417
$1.26M ﹤0.01%
38,759
+223
2418
$1.26M ﹤0.01%
58,800
+1,200
2419
$1.26M ﹤0.01%
61,801
+31,072
2420
$1.25M ﹤0.01%
53,100
+1,100
2421
$1.25M ﹤0.01%
20,098
-111,079
2422
$1.25M ﹤0.01%
9,915
-9,767
2423
$1.25M ﹤0.01%
73,475
+700
2424
$1.25M ﹤0.01%
37,099
-57,587
2425
$1.25M ﹤0.01%
80,109
+2,336