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
2726
$520K ﹤0.01%
140,680
+7,826
2727
$518K ﹤0.01%
16,502
-190,211
2728
$517K ﹤0.01%
88,000
-3,200
2729
$516K ﹤0.01%
12,443
-1,897
2730
$516K ﹤0.01%
14,700
+14,197
2731
$514K ﹤0.01%
25,515
+8,110
2732
$513K ﹤0.01%
5,980
-3,591
2733
$513K ﹤0.01%
13,181
-2,988
2734
$509K ﹤0.01%
18,214
-760
2735
$508K ﹤0.01%
6,504
+948
2736
$508K ﹤0.01%
21,000
2737
$506K ﹤0.01%
172,144
-217,838
2738
$506K ﹤0.01%
4,755
+1,007
2739
$503K ﹤0.01%
13,825
-6,791
2740
$498K ﹤0.01%
27,525
-114
2741
$493K ﹤0.01%
24,546
-2,454
2742
$490K ﹤0.01%
16,223
-1,037
2743
$489K ﹤0.01%
31,255
+26,205
2744
$489K ﹤0.01%
18,858
-17,490
2745
$488K ﹤0.01%
+21,696
2746
$486K ﹤0.01%
11,691
-8,121
2747
$484K ﹤0.01%
16,104
-1,578
2748
$480K ﹤0.01%
23,129
2749
$479K ﹤0.01%
8,604
+7,857
2750
$477K ﹤0.01%
+45,394