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
1926
$4.32M ﹤0.01%
232,814
+23,434
1927
$4.28M ﹤0.01%
206,768
-10,283
1928
$4.28M ﹤0.01%
62,652
-27,698
1929
$4.27M ﹤0.01%
227,689
+94,147
1930
$4.27M ﹤0.01%
171,637
-4,158,361
1931
$4.25M ﹤0.01%
95,732
+6,569
1932
$4.24M ﹤0.01%
62,777
+41,026
1933
$4.23M ﹤0.01%
198,262
-315,612
1934
$4.23M ﹤0.01%
52,808
-174,350
1935
$4.21M ﹤0.01%
548,620
+7,437
1936
$4.2M ﹤0.01%
76,127
-4,667
1937
$4.17M ﹤0.01%
64,276
-4,532
1938
$4.16M ﹤0.01%
150,000
1939
$4.16M ﹤0.01%
216,585
+37,243
1940
$4.15M ﹤0.01%
523,188
-13,812,216
1941
$4.14M ﹤0.01%
208,590
-4,075
1942
$4.13M ﹤0.01%
79,570
-1,791
1943
$4.12M ﹤0.01%
56,100
-27,023
1944
$4.1M ﹤0.01%
299,600
+299,499
1945
$4.09M ﹤0.01%
795,170
-293,430
1946
$4.08M ﹤0.01%
273,804
-3,689
1947
$4.06M ﹤0.01%
148,761
-105,056
1948
$4.06M ﹤0.01%
150,300
+87,800
1949
$4.05M ﹤0.01%
150,064
+46,065
1950
$4.04M ﹤0.01%
5,029
+1,076