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
1776
$5.9M ﹤0.01%
401,578
-1,290,830
1777
$5.89M ﹤0.01%
757,189
-226,878
1778
$5.88M ﹤0.01%
327,111
+105,031
1779
$5.88M ﹤0.01%
388,209
+70,106
1780
$5.87M ﹤0.01%
151,583
-1,247,303
1781
$5.85M ﹤0.01%
108,324
+7,607
1782
$5.83M ﹤0.01%
189,301
+7,765
1783
$5.8M ﹤0.01%
692,851
+469,983
1784
$5.78M ﹤0.01%
340,418
+20,018
1785
$5.78M ﹤0.01%
291,223
-33,550
1786
$5.75M ﹤0.01%
652,822
+21,783
1787
$5.75M ﹤0.01%
425,867
+1,338
1788
$5.73M ﹤0.01%
+168,756
1789
$5.7M ﹤0.01%
115,470
-16,554
1790
$5.69M ﹤0.01%
129,857
-3,555
1791
$5.68M ﹤0.01%
433,177
-292,357
1792
$5.68M ﹤0.01%
396,942
-289,335
1793
$5.67M ﹤0.01%
389,350
1794
$5.67M ﹤0.01%
226,002
-290,071
1795
$5.66M ﹤0.01%
471,600
+930
1796
$5.66M ﹤0.01%
158,890
+155,430
1797
$5.64M ﹤0.01%
119,064
+2,463
1798
$5.61M ﹤0.01%
270,492
-164,245
1799
$5.56M ﹤0.01%
365,063
+325,876
1800
$5.56M ﹤0.01%
96,396
+15,471