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
1376
$20.2M ﹤0.01%
153,987
-93,767
1377
$20.2M ﹤0.01%
237,742
-29,996
1378
$20.1M ﹤0.01%
211,967
+3,405
1379
$20.1M ﹤0.01%
537,832
+374,118
1380
$20.1M ﹤0.01%
+400,000
1381
$20M ﹤0.01%
5,389,613
-2,734,142
1382
$20M ﹤0.01%
1,063,266
-1,380,890
1383
$19.9M ﹤0.01%
100,185
-79,267
1384
$19.9M ﹤0.01%
563,240
+5,838
1385
$19.9M ﹤0.01%
356,280
-8,966
1386
$19.8M ﹤0.01%
230,576
-1,976,977
1387
$19.8M ﹤0.01%
130,418
-39,395
1388
$19.8M ﹤0.01%
336,711
-12,362
1389
$19.7M ﹤0.01%
706,713
-12,068
1390
$19.7M ﹤0.01%
358,827
-8,775
1391
$19.7M ﹤0.01%
1,045,910
-233,288
1392
$19.7M ﹤0.01%
78,896
+5,155
1393
$19.6M ﹤0.01%
2,587,122
+278,848
1394
$19.6M ﹤0.01%
759,539
-274,465
1395
$19.5M ﹤0.01%
761,971
-683,576
1396
$19.5M ﹤0.01%
2,104,435
-892,741
1397
$19.4M ﹤0.01%
1,502,720
+346,801
1398
$19.4M ﹤0.01%
89,518
-1,879
1399
$19.4M ﹤0.01%
155,887
+126,477
1400
$19.3M ﹤0.01%
925,141
-3,978,981