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
2801
$392K ﹤0.01%
9,867
-918
2802
$392K ﹤0.01%
9,237
-4,847
2803
$387K ﹤0.01%
15,780
-4,886
2804
$387K ﹤0.01%
+38,336
2805
$386K ﹤0.01%
14,967
+138
2806
$383K ﹤0.01%
11,850
+1,400
2807
$383K ﹤0.01%
7,583
+170
2808
$382K ﹤0.01%
58,300
2809
0
2810
$382K ﹤0.01%
268,917
-1
2811
$379K ﹤0.01%
12,006
-270
2812
$378K ﹤0.01%
16,437
-16,050
2813
$378K ﹤0.01%
+69,924
2814
$377K ﹤0.01%
12,447
-1,209
2815
$376K ﹤0.01%
31,557
+37
2816
$372K ﹤0.01%
15,444
-9,711
2817
$371K ﹤0.01%
21,383
+21,272
2818
$371K ﹤0.01%
26,491
-13,814
2819
$370K ﹤0.01%
9,924
-640
2820
$370K ﹤0.01%
15,195
+8,387
2821
$366K ﹤0.01%
15,983
-215
2822
$364K ﹤0.01%
9,057
-2,742
2823
$363K ﹤0.01%
+20,923
2824
$362K ﹤0.01%
20,893
-476
2825
$361K ﹤0.01%
12,582
+1,889