JP Morgan Chase

JP Morgan Chase 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
2751
$509K ﹤0.01%
9,855
+3,117
2752
$509K ﹤0.01%
20,266
-21,203
2753
$508K ﹤0.01%
17,933
-259
2754
$508K ﹤0.01%
23,129
2755
$505K ﹤0.01%
24,036
-8,563
2756
$505K ﹤0.01%
15,712
+2,506
2757
$505K ﹤0.01%
28,232
+32
2758
$502K ﹤0.01%
10,695
-4,321
2759
$499K ﹤0.01%
32,282
-393,018
2760
$496K ﹤0.01%
12,431
-51,048
2761
$495K ﹤0.01%
25,854
-12,460
2762
$495K ﹤0.01%
+30,161
2763
$495K ﹤0.01%
+27,950
2764
$495K ﹤0.01%
12,969
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2765
$494K ﹤0.01%
26,858
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2766
$490K ﹤0.01%
6,800
2767
$490K ﹤0.01%
35,290
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2768
$488K ﹤0.01%
9,171
-453
2769
$487K ﹤0.01%
31,456
+10,207
2770
$487K ﹤0.01%
+31,032
2771
$487K ﹤0.01%
15,886
-408,153
2772
$486K ﹤0.01%
24,905
-4,576
2773
$484K ﹤0.01%
22,956
-20,098
2774
$480K ﹤0.01%
+34,647
2775
$479K ﹤0.01%
33,417
+7,769