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
1951
$4.03M ﹤0.01%
+134,193
1952
$4.03M ﹤0.01%
74,000
+17,706
1953
$4.03M ﹤0.01%
557,224
-13,388
1954
$4.02M ﹤0.01%
187,637
+178,637
1955
$4.01M ﹤0.01%
271,506
-2,860
1956
$4.01M ﹤0.01%
94,795
-1,735
1957
$3.99M ﹤0.01%
40,806
+40,799
1958
$3.98M ﹤0.01%
80,582
-11,932
1959
$3.97M ﹤0.01%
182,609
+123,861
1960
$3.95M ﹤0.01%
341,831
-180,708
1961
$3.95M ﹤0.01%
112,798
-201
1962
$3.95M ﹤0.01%
156,519
+9,900
1963
$3.94M ﹤0.01%
35,076
+740
1964
$3.93M ﹤0.01%
573,512
+549,191
1965
$3.92M ﹤0.01%
+5,244,788
1966
$3.92M ﹤0.01%
174,038
-42,590
1967
$3.9M ﹤0.01%
159,489
-134,228
1968
$3.9M ﹤0.01%
225,197
+198,501
1969
$3.89M ﹤0.01%
154,259
-28,021
1970
$3.87M ﹤0.01%
268,205
+221,180
1971
$3.87M ﹤0.01%
68,072
+27,008
1972
$3.87M ﹤0.01%
132,916
-63,904
1973
$3.86M ﹤0.01%
214,800
-23,430
1974
$3.86M ﹤0.01%
50,000
+49,789
1975
$3.85M ﹤0.01%
102,763
+10,500