JPMorgan Chase & Co

JPMorgan Chase & Co Portfolio holdings

AUM $1.45T
1-Year Est. Return 22.34%
 

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
+22.34%
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
26
$2.12B 0.54%
33,192,255
+711,880
27
$2.1B 0.54%
54,975,300
-2,228,880
28
$2B 0.51%
17,343,858
-705,266
29
$2B 0.51%
241,722,330
-18,859,800
30
$1.92B 0.49%
18,697,491
+1,208,238
31
$1.87B 0.48%
61,332,168
-3,794,886
32
$1.85B 0.47%
38,023,303
+1,319,293
33
$1.77B 0.45%
70,792,726
+5,502,975
34
$1.74B 0.45%
6,493,991
-128,404
35
$1.68B 0.43%
53,467,739
+4,197,903
36
$1.65B 0.42%
16,534,119
-4,655,442
37
$1.65B 0.42%
17,555,131
+1,764,349
38
$1.62B 0.42%
22,513,200
-1,235,173
39
$1.57B 0.4%
10,335,284
+2,284,225
40
$1.53B 0.39%
39,144,021
+2,126,006
41
$1.48B 0.38%
31,868,941
+3,905,003
42
$1.48B 0.38%
13,134,697
-1,434,854
43
$1.47B 0.38%
8,016,768
-808,933
44
$1.46B 0.37%
15,280,767
-3,483,194
45
$1.45B 0.37%
51,871,603
+372,560
46
$1.44B 0.37%
22,850,732
-5,442,583
47
$1.44B 0.37%
15,214,353
-1,627,854
48
$1.4B 0.36%
12,659,552
-1,452,023
49
$1.39B 0.36%
14,489,567
+3,952,961
50
$1.38B 0.35%
46,679,268
+6,332,988
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