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
1851
$5.06M ﹤0.01%
340,826
-3,849
1852
$5.06M ﹤0.01%
353,785
-565,587
1853
$5.06M ﹤0.01%
1,251,655
+294,044
1854
$5.05M ﹤0.01%
864,104
+104,008
1855
$5.05M ﹤0.01%
228,277
-15,024
1856
$5.03M ﹤0.01%
+322,300
1857
$5.02M ﹤0.01%
1,202,051
+868,593
1858
$5.02M ﹤0.01%
386,249
-715,349
1859
$5.01M ﹤0.01%
149,880
-38,674
1860
$5M ﹤0.01%
185,925
-6,988
1861
$4.99M ﹤0.01%
370,683
-2,616
1862
$4.99M ﹤0.01%
19,869
-300
1863
$4.99M ﹤0.01%
397,878
-160,788
1864
$4.97M ﹤0.01%
166,129
-6,600
1865
$4.96M ﹤0.01%
63,923
-2,285
1866
$4.96M ﹤0.01%
166,452
+8,408
1867
$4.95M ﹤0.01%
275,840
+113,761
1868
$4.92M ﹤0.01%
98,856
-21,500
1869
$4.91M ﹤0.01%
132,328
+34,325
1870
$4.89M ﹤0.01%
237,075
-2,737
1871
$4.87M ﹤0.01%
321,815
+29,515
1872
$4.86M ﹤0.01%
19,027
+2,925
1873
$4.84M ﹤0.01%
40,374
+7,549
1874
$4.83M ﹤0.01%
101,185
-5,079
1875
$4.83M ﹤0.01%
889,803
+23,674