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
3601
$481K ﹤0.01%
33,368
+23,534
3602
$479K ﹤0.01%
2,392
+2,161
3603
$478K ﹤0.01%
110,887
+75,666
3604
$478K ﹤0.01%
7,267
+4,170
3605
$477K ﹤0.01%
29,941
-10,011
3606
$477K ﹤0.01%
17,202
+6,483
3607
$475K ﹤0.01%
36,245
+31,758
3608
$475K ﹤0.01%
26,963
+20,574
3609
$474K ﹤0.01%
55,101
+5,111
3610
$474K ﹤0.01%
50,668
+35,381
3611
$474K ﹤0.01%
82,564
+56,742
3612
$473K ﹤0.01%
11,043
+3,410
3613
$473K ﹤0.01%
23,638
+7,946
3614
$472K ﹤0.01%
26,074
+17,646
3615
$472K ﹤0.01%
62,726
+47,702
3616
$471K ﹤0.01%
10,576
+527
3617
$469K ﹤0.01%
117,705
-651,395
3618
$466K ﹤0.01%
39,800
+34,465
3619
$466K ﹤0.01%
163,203
+41,012
3620
$464K ﹤0.01%
4,419
-67,925
3621
$464K ﹤0.01%
17,752
+10,860
3622
$464K ﹤0.01%
6,692
-5,546
3623
$462K ﹤0.01%
7,651
-471
3624
$460K ﹤0.01%
38,906
+26,323
3625
$460K ﹤0.01%
261,169
+176,744