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
1751
$6.23M ﹤0.01%
409,800
+251,700
1752
$6.22M ﹤0.01%
162,242
+24,054
1753
$6.2M ﹤0.01%
209,814
+11,508
1754
$6.19M ﹤0.01%
109,928
-4,596
1755
$6.17M ﹤0.01%
77,230
-1,592
1756
$6.15M ﹤0.01%
94,976
+68,707
1757
$6.14M ﹤0.01%
76,980
+51,546
1758
$6.14M ﹤0.01%
77,435
-32,586
1759
$6.11M ﹤0.01%
253,494
-22,280
1760
$6.11M ﹤0.01%
124,954
+20,977
1761
$6.1M ﹤0.01%
324,526
+42,511
1762
$6.09M ﹤0.01%
304,809
+83,355
1763
$6.09M ﹤0.01%
104,726
+26,598
1764
$6.06M ﹤0.01%
64,989
+1,710
1765
$6.05M ﹤0.01%
80,089
+22,126
1766
$6.01M ﹤0.01%
324,203
+211,699
1767
$5.99M ﹤0.01%
536,150
+14,300
1768
$5.98M ﹤0.01%
1,911,102
+50,305
1769
$5.96M ﹤0.01%
50,242
+20,128
1770
$5.95M ﹤0.01%
272,349
+984
1771
$5.94M ﹤0.01%
190,924
-17,621
1772
$5.93M ﹤0.01%
134,551
+1,950
1773
$5.93M ﹤0.01%
90,695
+55,212
1774
$5.92M ﹤0.01%
63,375
+3,191
1775
$5.91M ﹤0.01%
2,687,265
+4,925