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
1526
$9.88M ﹤0.01%
367,091
-68,891
1527
$9.87M ﹤0.01%
878,361
+877,861
1528
$9.8M ﹤0.01%
491,554
-36,216
1529
$9.8M ﹤0.01%
+547,207
1530
$9.79M ﹤0.01%
386,500
-9,200
1531
$9.75M ﹤0.01%
796,228
-635,608
1532
$9.75M ﹤0.01%
192,836
+35,053
1533
$9.74M ﹤0.01%
98,462
+6,166
1534
$9.71M ﹤0.01%
111,759
-2,035,371
1535
$9.67M ﹤0.01%
293,103
+14,980
1536
$9.62M ﹤0.01%
1,138,342
+223,543
1537
$9.61M ﹤0.01%
180,021
-10,463
1538
$9.57M ﹤0.01%
27,752
-1,078
1539
$9.55M ﹤0.01%
286,985
+82,220
1540
$9.42M ﹤0.01%
235,686
-23,488
1541
$9.4M ﹤0.01%
282,518
+280,611
1542
$9.38M ﹤0.01%
346,198
-1,583
1543
$9.37M ﹤0.01%
398,684
+2,575
1544
$9.37M ﹤0.01%
10,604
-14,229
1545
$9.32M ﹤0.01%
202,174
-547,832
1546
$9.32M ﹤0.01%
441,773
-2,850
1547
$9.31M ﹤0.01%
1,163,724
+424,374
1548
$9.3M ﹤0.01%
227,432
+23,322
1549
$9.29M ﹤0.01%
7,576
-2,898
1550
$9.28M ﹤0.01%
707,761
+22,870