JP Morgan Chase

JP Morgan Chase Portfolio holdings

AUM $1.49T
1-Year Est. Return 24.92%
 

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 Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.92%
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
3,674
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 11.46%
4 Consumer Discretionary 9.01%
5 Industrials 7.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2826
$408K ﹤0.01%
23,599
-234,929
2827
$406K ﹤0.01%
+62,200
2828
$406K ﹤0.01%
39,577
+7,786
2829
$405K ﹤0.01%
1,499,077
+19,737
2830
$405K ﹤0.01%
10,096
-19,444
2831
$404K ﹤0.01%
4,070
+300
2832
$402K ﹤0.01%
4,154
-799
2833
$401K ﹤0.01%
144,900
-103,648
2834
$401K ﹤0.01%
6,047
2835
$401K ﹤0.01%
+31,103
2836
$394K ﹤0.01%
10,557
-20,775
2837
$392K ﹤0.01%
3,432
+151
2838
$391K ﹤0.01%
84,228
+73,333
2839
$390K ﹤0.01%
14,441
-13,167
2840
$388K ﹤0.01%
16,671
-6,432
2841
$385K ﹤0.01%
22,800
-27,550
2842
$385K ﹤0.01%
22,836
-417
2843
$384K ﹤0.01%
10,978
+2,094
2844
$384K ﹤0.01%
11,422
-22,185
2845
$375K ﹤0.01%
11,177
+330
2846
$374K ﹤0.01%
13,814
2847
$374K ﹤0.01%
9,038
+271
2848
$371K ﹤0.01%
+63,605
2849
$370K ﹤0.01%
20,735
-218,538
2850
$370K ﹤0.01%
+8,264