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
1101
$22.7M 0.01%
519,542
-18,408
1102
$22.6M 0.01%
616,897
+243,024
1103
$22.6M 0.01%
344,613
+167,121
1104
$22.5M 0.01%
778,288
-210,464
1105
$22.5M 0.01%
805,665
-69,735
1106
$22.5M 0.01%
1,300,955
+520,918
1107
$22.5M 0.01%
1,935,447
+16,448
1108
$22.5M 0.01%
193,470
+1,011
1109
$22.5M 0.01%
143,327
+3,342
1110
$22.4M 0.01%
484,282
+375,108
1111
$22.4M 0.01%
739,181
-147,296
1112
$22.4M 0.01%
351,106
-144,678
1113
$22.3M 0.01%
297,582
+244,632
1114
$22.3M 0.01%
357,317
-29,523
1115
$22.3M 0.01%
479,486
+281,925
1116
$22.3M 0.01%
491,568
+150,934
1117
$22.1M 0.01%
3,072,864
-571,820
1118
$22M 0.01%
1,641,863
+2,847
1119
$21.9M 0.01%
307,271
+29,210
1120
$21.8M 0.01%
348,928
-119,467
1121
$21.7M 0.01%
1,106,905
-141,723
1122
$21.7M 0.01%
174,623
+68,147
1123
$21.6M 0.01%
419,166
+3,957
1124
$21.6M 0.01%
632,400
+351,999
1125
$21.6M 0.01%
3,310,614
+924,000