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
$366B
AUM Growth
-$12.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,565
New
Increased
Reduced
Closed

Top Buys

1 +$2.35B
2 +$467M
3 +$457M
4
EMN icon
Eastman Chemical
EMN
+$455M
5
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$443M

Top Sells

1 +$1.17B
2 +$781M
3 +$766M
4
CB
CHUBB CORPORATION
CB
+$721M
5
CTSH icon
Cognizant
CTSH
+$570M

Sector Composition

1 Financials 14.21%
2 Technology 12.06%
3 Healthcare 10.67%
4 Consumer Discretionary 9.05%
5 Industrials 8.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$277M 0.07%
1,953,935
+620,110
277
$276M 0.07%
26,819,930
-21,197,248
278
$276M 0.07%
5,141,538
-4,764,710
279
$276M 0.07%
3,478,909
+411,912
280
$274M 0.07%
3,097,916
+889,503
281
$274M 0.07%
15,314,069
+2,772,156
282
$271M 0.07%
12,977,773
-3,530,610
283
$270M 0.07%
17,650,950
-19,329,375
284
$268M 0.07%
5,396,205
-891,131
285
$267M 0.07%
8,083,836
+53,990
286
$267M 0.07%
2,407,006
+680,226
287
$267M 0.07%
2,761,073
-263,286
288
$266M 0.07%
4,181,078
+1,180,916
289
$265M 0.07%
4,328,650
+446,859
290
$264M 0.07%
2,306,525
-61,886
291
$263M 0.07%
2,412,267
+2,025,541
292
$262M 0.07%
2,643,594
-438,724
293
$262M 0.07%
4,748,547
+715,472
294
$262M 0.07%
2,621,495
-674,963
295
$261M 0.07%
3,916,007
+1,993,213
296
$259M 0.07%
7,379,240
+216,880
297
$258M 0.07%
7,780,171
+1,797,388
298
$258M 0.07%
3,742,918
-310,333
299
$257M 0.07%
10,915,453
-1,162,461
300
$255M 0.07%
2,082,828
-546,325