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
3801
$325K ﹤0.01%
22,775
+14,475
3802
$325K ﹤0.01%
16,894
+11,056
3803
$323K ﹤0.01%
25,922
+7,794
3804
$323K ﹤0.01%
8,636
+7,608
3805
$322K ﹤0.01%
7,002
+6,193
3806
$321K ﹤0.01%
2,776
-3,910
3807
$321K ﹤0.01%
47,813
+41,881
3808
$318K ﹤0.01%
128,604
+87,057
3809
$318K ﹤0.01%
76,628
+12,318
3810
$316K ﹤0.01%
12,000
+5,362
3811
$315K ﹤0.01%
82,385
+59,326
3812
$315K ﹤0.01%
20,360
+13,292
3813
$315K ﹤0.01%
3,573
+927
3814
$315K ﹤0.01%
44,666
+32,877
3815
$315K ﹤0.01%
69,448
+35,546
3816
$315K ﹤0.01%
+67,226
3817
$314K ﹤0.01%
+20,878
3818
$314K ﹤0.01%
23,392
+17,143
3819
$314K ﹤0.01%
13,625
+9,356
3820
$312K ﹤0.01%
2,814
+2,335
3821
$312K ﹤0.01%
5,559
-440
3822
$312K ﹤0.01%
58,489
+33,929
3823
$310K ﹤0.01%
7,844
+758
3824
$310K ﹤0.01%
98,993
+16,872
3825
$310K ﹤0.01%
351
+60