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
3251
$950K ﹤0.01%
56,880
+40,626
3252
$944K ﹤0.01%
35,731
3253
$944K ﹤0.01%
859
+171
3254
$942K ﹤0.01%
21,643
+13,010
3255
$937K ﹤0.01%
31,515
+26,032
3256
$935K ﹤0.01%
8,218
+2,462
3257
$934K ﹤0.01%
142,143
+114,457
3258
$932K ﹤0.01%
377,410
+236,495
3259
$931K ﹤0.01%
53,097
+32,413
3260
$930K ﹤0.01%
199,150
+72,706
3261
$929K ﹤0.01%
13,566
+9,803
3262
$926K ﹤0.01%
161,489
+118,066
3263
$926K ﹤0.01%
346,779
-83,676
3264
$924K ﹤0.01%
29,630
+2,835
3265
$924K ﹤0.01%
67,700
+29,331
3266
$921K ﹤0.01%
106,582
+89,611
3267
$919K ﹤0.01%
53,991
+41,430
3268
$919K ﹤0.01%
+2,521
3269
$918K ﹤0.01%
51,763
+10,468
3270
$918K ﹤0.01%
43,758
-5,275
3271
$912K ﹤0.01%
65,162
-105,792
3272
$911K ﹤0.01%
63,066
+51,881
3273
$910K ﹤0.01%
22,701
3274
$909K ﹤0.01%
12,046
+8,526
3275
$908K ﹤0.01%
80,041
-8,661