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
951
$29.6M 0.01%
680,048
+571,565
952
$29.5M 0.01%
2,502,436
-101,630
953
$29.5M 0.01%
827,229
+264,553
954
$29.4M 0.01%
983,391
+85,754
955
$29.4M 0.01%
1,790,117
-189,710
956
$29.4M 0.01%
3,099,576
+1,211,083
957
$29.3M 0.01%
308,120
-20,970
958
$29.2M 0.01%
3,760,645
+1,494,250
959
$29.2M 0.01%
587,574
+94,266
960
$29.2M 0.01%
452,300
-59,657
961
$29.1M 0.01%
601,520
-133,110
962
$29.1M 0.01%
1,757,905
-1,758,203
963
$29.1M 0.01%
414,461
+189,009
964
$29M 0.01%
782,136
+388,262
965
$29M 0.01%
711,982
-9,182
966
$29M 0.01%
260,328
+81,110
967
$28.9M 0.01%
1,034,322
+24,986
968
$28.8M 0.01%
3,252,941
-70,775
969
$28.8M 0.01%
1,579,041
+842,144
970
$28.8M 0.01%
2,792,722
+294,892
971
$28.7M 0.01%
531,132
-1,002,444
972
$28.6M 0.01%
1,739,117
-29,576
973
$28.4M 0.01%
418,943
-32,620
974
$28.3M 0.01%
814,665
-2,005
975
$28.3M 0.01%
1,579,782
-2,173,696