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
1601
$14.5M ﹤0.01%
331,180
+20,025
1602
$14.5M ﹤0.01%
1,533,562
+1,499,702
1603
$14.5M ﹤0.01%
143,417
+10,400
1604
$14.4M ﹤0.01%
1,118,072
+61,878
1605
$14.4M ﹤0.01%
1,133,217
+820,931
1606
$14.4M ﹤0.01%
235,528
+66,502
1607
$14.4M ﹤0.01%
154,746
+14,587
1608
$14.4M ﹤0.01%
239,312
+153,490
1609
$14.3M ﹤0.01%
222,484
+107,832
1610
$14.3M ﹤0.01%
253,102
-155,350
1611
$14.2M ﹤0.01%
460,147
+196,273
1612
$14.2M ﹤0.01%
1,204,399
+435,539
1613
$14.2M ﹤0.01%
460,224
+207,166
1614
$14.2M ﹤0.01%
4,261,718
-352,968
1615
$14.2M ﹤0.01%
703,007
-81,711
1616
$14.2M ﹤0.01%
778,477
+6,377
1617
$14.1M ﹤0.01%
1,028,351
1618
$14.1M ﹤0.01%
495,694
-33,285
1619
$14.1M ﹤0.01%
201,047
-4,969
1620
$14.1M ﹤0.01%
520,482
-1,563,727
1621
$14.1M ﹤0.01%
347,765
-5,399
1622
$14.1M ﹤0.01%
451,251
+73,404
1623
$14.1M ﹤0.01%
678,557
-107,363
1624
$14M ﹤0.01%
271,717
+25,041
1625
$14M ﹤0.01%
+1,172,344