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
176
$497M 0.13%
6,774,415
-1,960,291
177
$495M 0.13%
6,418,873
+4,044,731
178
$495M 0.13%
52,067,542
+1,643,818
179
$489M 0.13%
7,370,135
+665,653
180
$489M 0.13%
15,886,691
-831,524
181
$488M 0.12%
5,701,617
+55,138
182
$486M 0.12%
11,616,556
-1,862,641
183
$484M 0.12%
17,920,337
-984,861
184
$483M 0.12%
7,148,834
+1,932,790
185
$478M 0.12%
15,208,123
-1,493,903
186
$469M 0.12%
1,698,899
+245,965
187
$466M 0.12%
7,898,394
-275,132
188
$464M 0.12%
9,693,838
-1,465,622
189
$463M 0.12%
37,600,059
-20,903
190
$461M 0.12%
2,114,513
-145,345
191
$459M 0.12%
3,902,595
+2,732,795
192
$458M 0.12%
4,610,632
-1,301,459
193
$454M 0.12%
6,970,909
-87,294
194
$453M 0.12%
5,287,086
-848,499
195
$449M 0.11%
14,854,771
-63,719
196
$446M 0.11%
6,041,501
-2,366,322
197
$443M 0.11%
10,827,743
-3,370,643
198
$434M 0.11%
4,109,166
+991,253
199
$433M 0.11%
10,752,194
+1,691,355
200
$424M 0.11%
8,362,181
-1,652,161