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
$622B
AUM Growth
+$81.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,391
New
Increased
Reduced
Closed

Top Buys

1 +$4.22B
2 +$1.55B
3 +$1.31B
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.1B
5
WFC icon
Wells Fargo
WFC
+$899M

Top Sells

1 +$2.46B
2 +$2.45B
3 +$2.03B
4
TSM icon
TSMC
TSM
+$1.66B
5
TXN icon
Texas Instruments
TXN
+$1.62B

Sector Composition

1 Technology 18.09%
2 Financials 11.43%
3 Consumer Discretionary 11.01%
4 Healthcare 10.73%
5 Industrials 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2926
$1.69M ﹤0.01%
315,298
+88,328
2927
$1.69M ﹤0.01%
94,677
-38,359
2928
$1.69M ﹤0.01%
46,484
+13,097
2929
$1.69M ﹤0.01%
89,427
+26,084
2930
$1.68M ﹤0.01%
37,442
-20,235
2931
$1.68M ﹤0.01%
28,350
-5,150
2932
$1.67M ﹤0.01%
508
-11,632
2933
$1.67M ﹤0.01%
150,000
-22,500
2934
$1.66M ﹤0.01%
119,883
2935
$1.66M ﹤0.01%
65,565
-50,976
2936
$1.66M ﹤0.01%
11,864
+2,785
2937
$1.65M ﹤0.01%
69,357
+28,065
2938
$1.65M ﹤0.01%
42,758
+3,441
2939
$1.65M ﹤0.01%
49,728
+3,618
2940
$1.65M ﹤0.01%
520,840
+28,310
2941
$1.65M ﹤0.01%
371,894
+19,571
2942
$1.65M ﹤0.01%
32,775
+17,862
2943
$1.64M ﹤0.01%
+62,313
2944
$1.64M ﹤0.01%
10,544
+1,598
2945
$1.63M ﹤0.01%
+39,126
2946
$1.63M ﹤0.01%
110,808
+805
2947
$1.63M ﹤0.01%
109,943
-31,874
2948
$1.63M ﹤0.01%
63,702
+53,503
2949
$1.62M ﹤0.01%
+23,153
2950
$1.62M ﹤0.01%
163,241
+155,539