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
4076
$131K ﹤0.01%
4,645
-199,705
4077
$131K ﹤0.01%
2,707
-355
4078
$131K ﹤0.01%
+1,720
4079
$130K ﹤0.01%
26,400
+26,389
4080
$129K ﹤0.01%
+5,000
4081
$129K ﹤0.01%
14,126
+9,662
4082
$128K ﹤0.01%
316
+171
4083
$128K ﹤0.01%
16,688
+11,970
4084
$128K ﹤0.01%
609
+484
4085
$127K ﹤0.01%
6,428
+1,016
4086
$126K ﹤0.01%
60,512
+52,668
4087
$125K ﹤0.01%
2,500
-1,000
4088
$124K ﹤0.01%
7,683
+1,706
4089
$124K ﹤0.01%
7,578
-2,008
4090
$123K ﹤0.01%
+5,650
4091
$123K ﹤0.01%
36,153
+2,501
4092
$121K ﹤0.01%
19,310
+3,052
4093
$120K ﹤0.01%
57
+43
4094
$120K ﹤0.01%
4,063
+2,951
4095
$120K ﹤0.01%
28,510
+19,517
4096
$119K ﹤0.01%
+13,211
4097
$119K ﹤0.01%
2,693
+425
4098
0
4099
$118K ﹤0.01%
3,639
-2,173
4100
$118K ﹤0.01%
20,274
+3,260