JP Morgan Chase & Co

JP Morgan Chase & Co 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
3226
$996K ﹤0.01%
37,491
+30,703
3227
$996K ﹤0.01%
59,675
-4,877
3228
$987K ﹤0.01%
22,774
-154,536
3229
$986K ﹤0.01%
13,973
+11,900
3230
$986K ﹤0.01%
63,318
+5,931
3231
$985K ﹤0.01%
80,052
+8,572
3232
$985K ﹤0.01%
39,250
+12,186
3233
$983K ﹤0.01%
17,217
+3,270
3234
$983K ﹤0.01%
314,154
+313,449
3235
0
3236
$979K ﹤0.01%
35,909
+11,232
3237
$978K ﹤0.01%
31,245
+9,371
3238
$978K ﹤0.01%
74,578
+56,178
3239
$972K ﹤0.01%
67,089
-28,169
3240
$967K ﹤0.01%
76,745
+52,262
3241
$967K ﹤0.01%
20,746
+12,855
3242
$965K ﹤0.01%
53,543
+24,689
3243
$965K ﹤0.01%
6,627
-10,941
3244
$965K ﹤0.01%
54,370
+36,918
3245
$964K ﹤0.01%
20,875
+3,656
3246
$958K ﹤0.01%
44,986
+31,263
3247
$954K ﹤0.01%
138,965
+40,856
3248
$953K ﹤0.01%
132,111
-21,355
3249
$952K ﹤0.01%
+90,792
3250
$952K ﹤0.01%
52,361
-9,106