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
2326
$1.57M ﹤0.01%
137,763
-10,694
2327
$1.57M ﹤0.01%
5,387
+5,083
2328
$1.56M ﹤0.01%
130,993
-3,700
2329
$1.56M ﹤0.01%
134,402
-157,272
2330
$1.56M ﹤0.01%
52,540
-177,774
2331
$1.56M ﹤0.01%
92,617
-2,703
2332
$1.55M ﹤0.01%
52,893
-7,794
2333
$1.55M ﹤0.01%
65,000
2334
$1.55M ﹤0.01%
24,750
+2,575
2335
$1.55M ﹤0.01%
154,914
-74,112
2336
$1.55M ﹤0.01%
43,385
+1,692
2337
$1.55M ﹤0.01%
117,777
+39,273
2338
$1.54M ﹤0.01%
67,125
-6,725
2339
$1.54M ﹤0.01%
31,480
+16,250
2340
$1.53M ﹤0.01%
357,335
+129,051
2341
$1.53M ﹤0.01%
55,894
+42,466
2342
$1.53M ﹤0.01%
25,819
-3,645
2343
$1.53M ﹤0.01%
43,358
+23,326
2344
$1.53M ﹤0.01%
59,096
-1,300
2345
$1.52M ﹤0.01%
13,378
-347
2346
$1.51M ﹤0.01%
41,186
-40,920
2347
$1.51M ﹤0.01%
42,888
-1,837
2348
$1.51M ﹤0.01%
111,234
2349
$1.51M ﹤0.01%
58,884
-268
2350
$1.5M ﹤0.01%
37,449
-49,537