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
3701
$398K ﹤0.01%
41,274
+5,133
3702
$398K ﹤0.01%
9,244
-2,540
3703
$398K ﹤0.01%
5,867
+49
3704
$397K ﹤0.01%
494
+201
3705
$397K ﹤0.01%
7,576
3706
$397K ﹤0.01%
40,205
+32,568
3707
$396K ﹤0.01%
44,021
-644,928
3708
$395K ﹤0.01%
10,635
+7,017
3709
$394K ﹤0.01%
3,725
3710
$393K ﹤0.01%
138,160
+96,503
3711
$392K ﹤0.01%
44,501
+9,833
3712
$391K ﹤0.01%
5,472
+5,469
3713
$391K ﹤0.01%
5,949
+4,192
3714
$390K ﹤0.01%
25,805
+15,702
3715
$390K ﹤0.01%
22,446
+14,594
3716
$390K ﹤0.01%
16,576
+2,241
3717
$386K ﹤0.01%
50,424
+3,439
3718
$385K ﹤0.01%
15,960
+10,769
3719
$384K ﹤0.01%
27,625
+19,862
3720
$383K ﹤0.01%
7,336
+97
3721
$383K ﹤0.01%
9,556
+3,753
3722
$381K ﹤0.01%
+18,046
3723
$381K ﹤0.01%
24,276
+10,152
3724
$380K ﹤0.01%
27,686
+19,182
3725
$379K ﹤0.01%
51,381
+37,371