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
2626
$727K ﹤0.01%
50,000
2627
$725K ﹤0.01%
12,062
+6,015
2628
$723K ﹤0.01%
59,412
-1,807
2629
$723K ﹤0.01%
5,107
+947
2630
$722K ﹤0.01%
44,047
-4,350
2631
$719K ﹤0.01%
133,762
+22,696
2632
$718K ﹤0.01%
+208,149
2633
$717K ﹤0.01%
81,348
+31,023
2634
$717K ﹤0.01%
1,327,917
+629,170
2635
$713K ﹤0.01%
24,620
-51,595
2636
$712K ﹤0.01%
42,939
+2,040
2637
$709K ﹤0.01%
28,629
-3,768
2638
$707K ﹤0.01%
44,916
+150
2639
$707K ﹤0.01%
16,006
+6,363
2640
$704K ﹤0.01%
18,751
-1,725
2641
$700K ﹤0.01%
3,271
+381
2642
$700K ﹤0.01%
38,825
+13,421
2643
$699K ﹤0.01%
37,559
-3,204
2644
$697K ﹤0.01%
60,966
+59,461
2645
$694K ﹤0.01%
35,770
-3,579
2646
$689K ﹤0.01%
31,900
-1,354
2647
$687K ﹤0.01%
+66,538
2648
$683K ﹤0.01%
23,426
-4,750
2649
$681K ﹤0.01%
161,622
-5,758,114
2650
$676K ﹤0.01%
84,800
-700