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
$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
2476
$1.12M ﹤0.01%
174,814
+46,814
2477
$1.11M ﹤0.01%
45,550
-7,710
2478
$1.11M ﹤0.01%
29,663
+458
2479
$1.11M ﹤0.01%
110,628
+18,219
2480
$1.11M ﹤0.01%
6,058
+294
2481
$1.11M ﹤0.01%
21,198
-2,452
2482
$1.1M ﹤0.01%
151,501
+49,832
2483
$1.1M ﹤0.01%
26,421
-1,090
2484
$1.1M ﹤0.01%
85,552
2485
$1.1M ﹤0.01%
36,390
-4,623
2486
$1.1M ﹤0.01%
27,450
+1,600
2487
$1.1M ﹤0.01%
32,444
+32,232
2488
$1.09M ﹤0.01%
21,240
+15,075
2489
$1.09M ﹤0.01%
37,661
-3,015
2490
$1.09M ﹤0.01%
30,943
-30,748
2491
$1.09M ﹤0.01%
32,358
-26,231
2492
$1.09M ﹤0.01%
118,000
+4,645
2493
$1.09M ﹤0.01%
41,387
-39,580
2494
$1.08M ﹤0.01%
156,355
-31,156
2495
$1.08M ﹤0.01%
56,025
-11,709
2496
$1.08M ﹤0.01%
+121,157
2497
$1.08M ﹤0.01%
3,995
-1,095
2498
$1.07M ﹤0.01%
19,288
-74,492
2499
$1.07M ﹤0.01%
11,389
-7,701
2500
$1.06M ﹤0.01%
23,981
+23,935