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
3151
$72K ﹤0.01%
3,653
-41,236
3152
$72K ﹤0.01%
2,175
+525
3153
$72K ﹤0.01%
42,063
+40,363
3154
$71K ﹤0.01%
+2,947
3155
$71K ﹤0.01%
3,581
3156
$70K ﹤0.01%
2,460
+1,410
3157
$70K ﹤0.01%
+2,200
3158
$69K ﹤0.01%
+2,185
3159
$69K ﹤0.01%
2,123
+1,200
3160
$68K ﹤0.01%
11,021
3161
$68K ﹤0.01%
887
3162
$68K ﹤0.01%
764
3163
$68K ﹤0.01%
+9,681
3164
$67K ﹤0.01%
+10,799
3165
$67K ﹤0.01%
6,613
-1,513
3166
$66K ﹤0.01%
+2,625
3167
$66K ﹤0.01%
1,555
-88
3168
$65K ﹤0.01%
+38
3169
$65K ﹤0.01%
1,679
-852
3170
$65K ﹤0.01%
5,200
-2,794
3171
$65K ﹤0.01%
17,706
3172
$64K ﹤0.01%
4,300
3173
$64K ﹤0.01%
+3,778
3174
$64K ﹤0.01%
86,100
-4,865
3175
$63K ﹤0.01%
2,057
+1,666