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
2251
$1.93M ﹤0.01%
69,519
+69,515
2252
$1.92M ﹤0.01%
36,837
+2,076
2253
$1.92M ﹤0.01%
145,360
-71,058
2254
$1.91M ﹤0.01%
105,278
-4,100
2255
$1.91M ﹤0.01%
169,711
-4,352
2256
$1.9M ﹤0.01%
94,306
-5,416
2257
$1.89M ﹤0.01%
119,443
-8,400
2258
$1.89M ﹤0.01%
1,139,004
-3,469,806
2259
$1.89M ﹤0.01%
56,617
+45,874
2260
$1.89M ﹤0.01%
247,522
+173,321
2261
$1.88M ﹤0.01%
139,900
-300
2262
$1.87M ﹤0.01%
239,000
+80,200
2263
$1.86M ﹤0.01%
35,619
-7,799
2264
$1.86M ﹤0.01%
153,656
+130,044
2265
$1.86M ﹤0.01%
102,600
-1,600
2266
$1.86M ﹤0.01%
142,925
+2,325
2267
$1.85M ﹤0.01%
18,444
+907
2268
$1.85M ﹤0.01%
66,554
-1,206
2269
$1.84M ﹤0.01%
43,148
+3,027
2270
$1.83M ﹤0.01%
99,188
+11,281
2271
$1.83M ﹤0.01%
18,203
-3,655
2272
$1.82M ﹤0.01%
48,856
-6,189
2273
$1.81M ﹤0.01%
+128,930
2274
$1.8M ﹤0.01%
787,200
-656,400
2275
$1.8M ﹤0.01%
55,810
+19,125