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
3426
$676K ﹤0.01%
35,573
+12,293
3427
$675K ﹤0.01%
97,041
+85,495
3428
$675K ﹤0.01%
20,725
+6,550
3429
$674K ﹤0.01%
21,878
+15,177
3430
$674K ﹤0.01%
74,380
-30,968
3431
$674K ﹤0.01%
423,908
+188,538
3432
$673K ﹤0.01%
22,459
+9,680
3433
$671K ﹤0.01%
22,370
-26,701
3434
$671K ﹤0.01%
5,096
+1,019
3435
$669K ﹤0.01%
33,059
+6,692
3436
$667K ﹤0.01%
31,504
+22,900
3437
$667K ﹤0.01%
89,781
+61,739
3438
$666K ﹤0.01%
26,148
+19,432
3439
$666K ﹤0.01%
22,907
+20,975
3440
$664K ﹤0.01%
27,658
+19,047
3441
$662K ﹤0.01%
48,348
+42,529
3442
$659K ﹤0.01%
3,163
+902
3443
$658K ﹤0.01%
24,821
+6,259
3444
$657K ﹤0.01%
41,327
+39,819
3445
$655K ﹤0.01%
6,815
+4,835
3446
$648K ﹤0.01%
59,523
-400
3447
$648K ﹤0.01%
23,785
+17,339
3448
$648K ﹤0.01%
24,740
+10,130
3449
$648K ﹤0.01%
36,515
+19,368
3450
$648K ﹤0.01%
65,329
+31,195