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
1976
$3.85M ﹤0.01%
83,432
-31,281
1977
$3.83M ﹤0.01%
267,119
+266,818
1978
$3.83M ﹤0.01%
209,781
-43,975
1979
$3.8M ﹤0.01%
9,214
+6,490
1980
$3.79M ﹤0.01%
200,404
+58,933
1981
$3.78M ﹤0.01%
129,402
-5,530
1982
$3.78M ﹤0.01%
41,644
-6,556
1983
$3.74M ﹤0.01%
546,334
+22,034
1984
$3.73M ﹤0.01%
188,094
+8,062
1985
$3.73M ﹤0.01%
90,556
+4,333
1986
$3.72M ﹤0.01%
91,600
-3,400
1987
$3.7M ﹤0.01%
96,350
+66,933
1988
$3.7M ﹤0.01%
+1,553,500
1989
$3.68M ﹤0.01%
139,892
-13,864
1990
$3.67M ﹤0.01%
135,639
-149,591
1991
$3.67M ﹤0.01%
345,028
+76,486
1992
$3.65M ﹤0.01%
717,160
+154,536
1993
$3.65M ﹤0.01%
52,907
-1,600
1994
$3.64M ﹤0.01%
330,775
-8,354
1995
$3.63M ﹤0.01%
114,247
+23,158
1996
$3.63M ﹤0.01%
239,690
-281,224
1997
$3.63M ﹤0.01%
1,211,325
-11,803
1998
$3.62M ﹤0.01%
132,240
-2,871,292
1999
$3.61M ﹤0.01%
153,010
-3,800
2000
$3.6M ﹤0.01%
1,304,086
+281,991