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
1051
$39.2M 0.01%
1,266,284
+56,626
1052
$39.2M 0.01%
142,950
-8,047
1053
$39.2M 0.01%
1,422,556
+388,002
1054
$39.2M 0.01%
776,763
-201,356
1055
$39.1M 0.01%
904,153
-210,774
1056
$39M 0.01%
5,065,879
-1,863,271
1057
$38.9M 0.01%
2,742,613
-3,622,648
1058
$38.9M 0.01%
1,866,587
-8,518,719
1059
$38.9M 0.01%
191,206
+27,367
1060
$38.7M 0.01%
922,958
+461,765
1061
$38.6M 0.01%
3,436,239
+2,701,946
1062
$38.5M 0.01%
413,723
+24,082
1063
$38.5M 0.01%
1,239,309
-306,173
1064
$38.4M 0.01%
658,499
+138,194
1065
$38.3M 0.01%
698,719
+154,291
1066
$38M 0.01%
1,003,764
+131,302
1067
$37.8M 0.01%
279,150
-150,826
1068
$37.8M 0.01%
492,113
+52,846
1069
$37.8M 0.01%
518,711
-110,995
1070
$37.6M 0.01%
644,495
+377,201
1071
$37.4M 0.01%
2,472,452
+756,531
1072
$37.4M 0.01%
1,106,140
+518,828
1073
$37.4M 0.01%
1,935,513
-105,775
1074
$37.3M 0.01%
962,158
-477,220
1075
$37.2M 0.01%
138,556
+29,789