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
1251
$16.9M ﹤0.01%
3,031,851
+2,897,541
1252
$16.8M ﹤0.01%
342,257
-10,500
1253
$16.8M ﹤0.01%
6,826,412
+51,012
1254
$16.8M ﹤0.01%
1,321,322
-101,244
1255
$16.7M ﹤0.01%
969,225
-112,700
1256
$16.7M ﹤0.01%
140,798
+3,605
1257
$16.7M ﹤0.01%
973,896
-50,901
1258
$16.6M ﹤0.01%
600,777
+177,684
1259
$16.6M ﹤0.01%
356,438
+25,475
1260
$16.6M ﹤0.01%
588,258
+105,361
1261
$16.6M ﹤0.01%
1,975,884
+1,783,805
1262
$16.6M ﹤0.01%
407,194
-5,038
1263
$16.6M ﹤0.01%
437,800
-231,321
1264
$16.6M ﹤0.01%
617,545
-257,998
1265
$16.5M ﹤0.01%
221,716
-7,332
1266
$16.5M ﹤0.01%
497,577
+47,023
1267
$16.5M ﹤0.01%
2,140,650
+334,567
1268
$16.4M ﹤0.01%
4,162,387
+122,442
1269
$16.4M ﹤0.01%
307,192
-19,370
1270
$16.4M ﹤0.01%
516,321
+461,121
1271
$16.3M ﹤0.01%
203,207
-82,982
1272
$16.3M ﹤0.01%
698,107
+348,825
1273
$16.3M ﹤0.01%
252,054
+9,696
1274
$16.3M ﹤0.01%
228,210
+227,600
1275
$16.3M ﹤0.01%
257,531
+14,863