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
4051
$0 ﹤0.01%
2
4052
$0 ﹤0.01%
21
4053
$0 ﹤0.01%
155
4054
-2,530
4055
$0 ﹤0.01%
13
4056
$0 ﹤0.01%
340
4057
$0 ﹤0.01%
+1,590
4058
-31
4059
-330
4060
-368
4061
-1,523,524
4062
-321,089
4063
-1,179
4064
-4,619
4065
-1,027,573
4066
-486,530
4067
-34,049
4068
-747,450
4069
-100,000
4070
-2,753,998
4071
-548,384
4072
-59,549
4073
-250
4074
-14,800
4075
-22,789