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
1901
$4.56M ﹤0.01%
33,379
+17,719
1902
$4.55M ﹤0.01%
144,405
+108,046
1903
$4.55M ﹤0.01%
143,111
-53,063
1904
$4.55M ﹤0.01%
41,534
+18,906
1905
$4.54M ﹤0.01%
497,309
+326,074
1906
$4.52M ﹤0.01%
191,045
-1,895
1907
$4.48M ﹤0.01%
84,581
+4,299
1908
$4.48M ﹤0.01%
248,330
+86,349
1909
$4.48M ﹤0.01%
287,890
+28,946
1910
$4.47M ﹤0.01%
185,334
-13,342
1911
$4.46M ﹤0.01%
240,145
+143,327
1912
$4.43M ﹤0.01%
94,988
-19,680
1913
$4.43M ﹤0.01%
273,483
+141,183
1914
$4.42M ﹤0.01%
170,830
+2,398
1915
$4.42M ﹤0.01%
313,047
+219,079
1916
$4.42M ﹤0.01%
375,800
-9,183
1917
$4.42M ﹤0.01%
305,913
-2,969
1918
$4.38M ﹤0.01%
136,826
+38,975
1919
$4.37M ﹤0.01%
237,475
+161,275
1920
$4.36M ﹤0.01%
158,664
+42,929
1921
$4.36M ﹤0.01%
161,738
-5,288
1922
$4.36M ﹤0.01%
68,836
+52,714
1923
$4.35M ﹤0.01%
41,013
-2,987
1924
$4.34M ﹤0.01%
134,665
+111,968
1925
$4.32M ﹤0.01%
+70,800