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
3026
$96K ﹤0.01%
22,000
3027
$90K ﹤0.01%
11,838
+1,059
3028
$88K ﹤0.01%
14,341
-5,148
3029
$86K ﹤0.01%
+11,348
3030
$81K ﹤0.01%
15,786
+5,293
3031
$77K ﹤0.01%
14,450
3032
$75K ﹤0.01%
14,064
-13,313
3033
$75K ﹤0.01%
+11,763
3034
$74K ﹤0.01%
+15,128
3035
-21,916
3036
$70K ﹤0.01%
+13,784
3037
$68K ﹤0.01%
1,926
-17,816
3038
$67K ﹤0.01%
11,021
3039
$67K ﹤0.01%
13,505
+645
3040
$61K ﹤0.01%
+22,047
3041
$61K ﹤0.01%
+12,775
3042
$61K ﹤0.01%
13,300
3043
$59K ﹤0.01%
20,846
-804,657
3044
$59K ﹤0.01%
22,408
3045
$58K ﹤0.01%
28,360
-6,500
3046
$57K ﹤0.01%
9,391
-1,134,894
3047
$57K ﹤0.01%
+29,600
3048
$56K ﹤0.01%
59,858
3049
$55K ﹤0.01%
+20,000
3050
$55K ﹤0.01%
+12,602