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
3126
$80K ﹤0.01%
12,940
3127
$80K ﹤0.01%
1,540
+1,478
3128
$80K ﹤0.01%
+13,524
3129
$79K ﹤0.01%
+3,201
3130
$79K ﹤0.01%
8,924
+8,778
3131
$79K ﹤0.01%
4,038
+3,954
3132
$79K ﹤0.01%
5,840
-96,405
3133
$78K ﹤0.01%
1,106
+827
3134
0
3135
$77K ﹤0.01%
4,765
-1,724
3136
$76K ﹤0.01%
20,762
+20,761
3137
$76K ﹤0.01%
1,137
+977
3138
$76K ﹤0.01%
8,688
-6,953
3139
$75K ﹤0.01%
5,342
-4,318
3140
$75K ﹤0.01%
7,439
-4,086
3141
$75K ﹤0.01%
5,010
-8,905
3142
$75K ﹤0.01%
+5,754
3143
$75K ﹤0.01%
24,620
-43,570
3144
$74K ﹤0.01%
3,305
-36,748
3145
$74K ﹤0.01%
8,594
-1,305,741
3146
$74K ﹤0.01%
7,002
+1,185
3147
$74K ﹤0.01%
5,186
+2,496
3148
$73K ﹤0.01%
3,563
+533
3149
$73K ﹤0.01%
2,350
+625
3150
$73K ﹤0.01%
+1,281