JPMorgan Chase & Co

JPMorgan Chase & Co Portfolio holdings

AUM $1.45T
1-Year Est. Return 22.34%
 

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
+22.34%
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
1
$20.9B 5.6%
109,275,062
-10,993,155
2
$7.05B 1.89%
255,746,936
-17,260,416
3
$5.76B 1.54%
100,446,271
+1,610,578
4
$5.39B 1.44%
104,884,575
-335,107
5
$4.71B 1.26%
152,445,100
-64,568,640
6
$4.54B 1.21%
102,479,858
-5,658,613
7
$4.04B 1.08%
147,932,680
+1,937,705
8
$3.54B 0.95%
39,405,061
-4,521,561
9
$3.5B 0.93%
117,294,076
+11,450,836
10
$3.21B 0.86%
122,994,744
+56,315,815
11
$3.08B 0.82%
26,709,220
-3,489,183
12
$2.97B 0.79%
39,949,439
-5,948,522
13
$2.84B 0.76%
26,030,562
+5,573,291
14
$2.8B 0.75%
179,855,761
+3,867,671
15
$2.58B 0.69%
206,712,750
+1,119,610
16
$2.56B 0.68%
28,357,869
-3,070,828
17
$2.53B 0.68%
98,745,240
-13,762,600
18
$2.46B 0.66%
35,781,468
+3,660,133
19
$2.42B 0.65%
48,702,028
+2,228,708
20
$2.41B 0.65%
22,307,014
+1,200,420
21
$2.36B 0.63%
23,987,198
-2,594,117
22
$2.34B 0.63%
35,440,227
-499,411
23
$2.25B 0.6%
32,663,617
-1,003,820
24
$2.25B 0.6%
19,378,272
-3,400,836
25
$2.09B 0.56%
20,249,309
+3,000,044