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
2276
$1.8M ﹤0.01%
268,519
-123,612
2277
$1.79M ﹤0.01%
+30,857
2278
$1.79M ﹤0.01%
29,007
+10,945
2279
$1.78M ﹤0.01%
79,090
-7,842
2280
$1.77M ﹤0.01%
101,700
+101,373
2281
$1.77M ﹤0.01%
216,010
+3,456
2282
$1.76M ﹤0.01%
61,179
+26,803
2283
$1.76M ﹤0.01%
111,500
-2,900
2284
$1.76M ﹤0.01%
71,117
-5,463
2285
$1.75M ﹤0.01%
186,512
-7,003
2286
$1.74M ﹤0.01%
31,405
+3,130
2287
$1.74M ﹤0.01%
71,777
+71,653
2288
$1.74M ﹤0.01%
97,807
-137,991
2289
$1.74M ﹤0.01%
70,451
-347,456
2290
$1.74M ﹤0.01%
109,956
-928
2291
$1.73M ﹤0.01%
315,391
+312,147
2292
$1.73M ﹤0.01%
76,669
-66,685
2293
$1.71M ﹤0.01%
139,158
+138,024
2294
$1.71M ﹤0.01%
20,027
-18,290
2295
$1.71M ﹤0.01%
27,821
-2,735
2296
$1.71M ﹤0.01%
134,131
+108,571
2297
$1.7M ﹤0.01%
132,233
+2,900
2298
$1.7M ﹤0.01%
15,947
+10,571
2299
$1.69M ﹤0.01%
21,420
+838
2300
$1.69M ﹤0.01%
99,800
-9,700