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
1201
$27.9M ﹤0.01%
876,405
-206,714
1202
$27.9M ﹤0.01%
566,430
+28,271
1203
$27.9M ﹤0.01%
2,235,594
-1,986,729
1204
$27.8M ﹤0.01%
1,782,635
+802,865
1205
$27.8M ﹤0.01%
1,336,488
+67,094
1206
$27.8M ﹤0.01%
2,875,887
-1,409,275
1207
$27.7M ﹤0.01%
331,093
+22,239
1208
$27.7M ﹤0.01%
650,855
-53,805
1209
$27.7M ﹤0.01%
174,024
-29,944
1210
$27.6M ﹤0.01%
49,199
+33,049
1211
$27.6M ﹤0.01%
686,559
-1,178,507
1212
$27.6M ﹤0.01%
3,491,073
-91,805
1213
$27.5M ﹤0.01%
1,141,307
-58,438
1214
$27.4M ﹤0.01%
1,040,562
+3,017
1215
$27.3M ﹤0.01%
535,454
-75,398
1216
$27.1M ﹤0.01%
652,182
+15,305
1217
$27.1M ﹤0.01%
1,262,049
+245,775
1218
$26.9M ﹤0.01%
296,496
-11,237
1219
$26.9M ﹤0.01%
477,394
-69,059
1220
$26.9M ﹤0.01%
474,964
-65,887
1221
$26.8M ﹤0.01%
340,429
+129,768
1222
$26.8M ﹤0.01%
69,777
-82,338
1223
$26.7M ﹤0.01%
712,005
+696,679
1224
$26.7M ﹤0.01%
431,600
+172,739
1225
$26.7M ﹤0.01%
407,425
+124,538