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
1326
$22.4M ﹤0.01%
770,210
+133,710
1327
$22.2M ﹤0.01%
1,772,371
+194,381
1328
$22.2M ﹤0.01%
503,978
+35,846
1329
$22.1M ﹤0.01%
77,907
+25,244
1330
$22M ﹤0.01%
546,776
-159,209
1331
$22M ﹤0.01%
1,248,351
-351,870
1332
$21.9M ﹤0.01%
607,237
+346,521
1333
$21.9M ﹤0.01%
540,953
+130,245
1334
$21.9M ﹤0.01%
589,106
-425,949
1335
$21.7M ﹤0.01%
347,370
-336,901
1336
$21.7M ﹤0.01%
2,289,224
+642,597
1337
$21.6M ﹤0.01%
490,451
+86,117
1338
$21.6M ﹤0.01%
579,663
+199,273
1339
$21.6M ﹤0.01%
706,426
-41,894
1340
$21.6M ﹤0.01%
180,097
+5,219
1341
$21.5M ﹤0.01%
+1,735,656
1342
$21.5M ﹤0.01%
1,968,726
+47,350
1343
$21.5M ﹤0.01%
182,303
-50,296
1344
$21.5M ﹤0.01%
521,094
+322,654
1345
$21.4M ﹤0.01%
415,965
+101,376
1346
$21.4M ﹤0.01%
266,828
+75,425
1347
$21.4M ﹤0.01%
4,053,776
-50,439,242
1348
$21.3M ﹤0.01%
1,233,202
+302,494
1349
$21.3M ﹤0.01%
327,208
-215
1350
$21.3M ﹤0.01%
150,068
-4,153