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
1426
$12.3M ﹤0.01%
239,298
+29,517
1427
$12.3M ﹤0.01%
315,788
-167,376
1428
$12.3M ﹤0.01%
608,981
+143,357
1429
$12.3M ﹤0.01%
454,466
+40,490
1430
$12.3M ﹤0.01%
59,476
-8,694
1431
$12.3M ﹤0.01%
1,459,975
+972,719
1432
$12.2M ﹤0.01%
211,743
+11,994
1433
$12.2M ﹤0.01%
239,550
+18,058
1434
$12.2M ﹤0.01%
280,240
+232,165
1435
$12.2M ﹤0.01%
200,234
-78,905
1436
$12.2M ﹤0.01%
338,159
-99,776
1437
$12.1M ﹤0.01%
121,153
-73,669
1438
$12.1M ﹤0.01%
141,861
-149,539
1439
$12.1M ﹤0.01%
490,214
+70,607
1440
$12M ﹤0.01%
567,747
+36,486
1441
$12M ﹤0.01%
1,215,222
-4,940
1442
$12M ﹤0.01%
3,805,881
+714,832
1443
$11.9M ﹤0.01%
1,794,291
+36,744
1444
$11.9M ﹤0.01%
156,443
+105,399
1445
$11.9M ﹤0.01%
1,866,071
-867,854
1446
$11.8M ﹤0.01%
1,943,484
1447
$11.8M ﹤0.01%
162,349
-12,510
1448
$11.8M ﹤0.01%
1,194,429
+70,000
1449
$11.8M ﹤0.01%
256,429
-40,328
1450
$11.8M ﹤0.01%
84,834
-1,067