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
1051
$24.7M 0.01%
546,542
+6,475
1052
$24.6M 0.01%
1,901,396
-596,747
1053
$24.6M 0.01%
893,242
+314,600
1054
$24.5M 0.01%
1,610,152
+755,054
1055
$24.5M 0.01%
1,073,185
+11,560
1056
$24.4M 0.01%
229,722
-9,512
1057
$24.4M 0.01%
957,301
+106,792
1058
$24.3M 0.01%
399,240
-41,330
1059
$24.3M 0.01%
579,885
-33,534
1060
$24.3M 0.01%
782,734
+765,320
1061
$24.3M 0.01%
489,108
1062
$24.3M 0.01%
772,249
-67,296
1063
$24.2M 0.01%
1,034,355
+120,479
1064
$24.2M 0.01%
228,321
-32,174
1065
$24.1M 0.01%
1,421,778
+494,861
1066
$24.1M 0.01%
550,953
-45,247
1067
$24M 0.01%
625,617
-135,075
1068
$23.9M 0.01%
237,705
-2,779
1069
$23.9M 0.01%
1,808,313
-38,037
1070
$23.9M 0.01%
1,130,370
+32,673
1071
$23.8M 0.01%
319,337
+56,779
1072
$23.8M 0.01%
1,222,856
-81,822
1073
$23.8M 0.01%
2,657,825
+2,324,187
1074
$23.7M 0.01%
875,264
-262,486
1075
$23.7M 0.01%
34,949
+17