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
4001
$178K ﹤0.01%
508
+89
4002
$178K ﹤0.01%
37,292
+23,911
4003
$178K ﹤0.01%
14,585
+3,016
4004
$177K ﹤0.01%
27,409
+17,202
4005
$177K ﹤0.01%
9,731
-26,589
4006
$175K ﹤0.01%
7,013
+1,517
4007
$175K ﹤0.01%
7,560
-39,047
4008
$174K ﹤0.01%
11,454
+102
4009
$173K ﹤0.01%
28,105
+15
4010
$172K ﹤0.01%
5,231
+1,091
4011
$171K ﹤0.01%
6,172
-1,971
4012
$171K ﹤0.01%
10,333
+7,824
4013
$171K ﹤0.01%
16,726
-2,342
4014
$170K ﹤0.01%
2,700
-859
4015
$170K ﹤0.01%
5,036
+1,052
4016
$170K ﹤0.01%
10,686
+8,369
4017
$169K ﹤0.01%
6,809
+5,210
4018
$168K ﹤0.01%
14,170
+558
4019
$167K ﹤0.01%
29,800
+5,358
4020
$166K ﹤0.01%
+22,796
4021
$166K ﹤0.01%
143,729
+125,737
4022
$165K ﹤0.01%
13,125
+2,399
4023
$163K ﹤0.01%
1,586
+1,151
4024
$163K ﹤0.01%
3,564
+2,590
4025
$162K ﹤0.01%
+401