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
1101
$35.1M 0.01%
4,890,536
-676,906
1102
$35.1M 0.01%
636,780
-283,048
1103
$34.9M 0.01%
297,180
-406,319
1104
$34.8M 0.01%
463,124
-496,801
1105
$34.8M 0.01%
865,657
+439,954
1106
$34.7M 0.01%
2,386,398
+2,151,417
1107
$34.6M 0.01%
77,322
+44,594
1108
$34.5M 0.01%
837,118
-84,734
1109
$34.5M 0.01%
1,005,621
+306,305
1110
$34.5M 0.01%
813,343
+169,834
1111
$34.3M 0.01%
1,268,128
+133,202
1112
$34.1M 0.01%
646,297
-6,054
1113
$34.1M 0.01%
489,603
+83,017
1114
$34M 0.01%
1,057,094
+453,310
1115
$34M 0.01%
2,011,740
+721,055
1116
$33.8M 0.01%
290,504
-388,163
1117
$33.8M 0.01%
1,022,098
1118
$33.8M 0.01%
552,049
+30,837
1119
$33.7M 0.01%
757,658
-23,554
1120
$33.6M ﹤0.01%
617,824
+189,628
1121
$33.5M ﹤0.01%
846,022
+42,890
1122
$33.4M ﹤0.01%
1,336,672
+699,911
1123
$33.3M ﹤0.01%
278,394
-116,531
1124
$33.3M ﹤0.01%
5,512,037
+609,503
1125
$33.2M ﹤0.01%
408,805
+18,379