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
1951
$8.4M ﹤0.01%
43,090
-3,537
1952
$8.39M ﹤0.01%
260,303
+191,688
1953
$8.39M ﹤0.01%
199,305
+70,153
1954
$8.38M ﹤0.01%
468,472
-64,185
1955
$8.37M ﹤0.01%
354,010
-12,821
1956
$8.34M ﹤0.01%
160,394
-16,225
1957
$8.34M ﹤0.01%
115,356
+43,034
1958
$8.34M ﹤0.01%
182,582
+71,690
1959
$8.32M ﹤0.01%
+438,757
1960
$8.3M ﹤0.01%
172,262
+136,104
1961
$8.29M ﹤0.01%
398,724
+49,344
1962
$8.28M ﹤0.01%
46,008
+37,068
1963
$8.26M ﹤0.01%
167,925
+10,245
1964
$8.24M ﹤0.01%
800,000
-200,000
1965
$8.21M ﹤0.01%
77,582
-155,254
1966
$8.2M ﹤0.01%
174,230
-179,179
1967
$8.18M ﹤0.01%
734,532
-58,071
1968
$8.17M ﹤0.01%
1,027,246
+353,267
1969
$8.16M ﹤0.01%
171,720
+66,834
1970
$8.13M ﹤0.01%
411,918
+143,378
1971
$8.13M ﹤0.01%
666,783
-8,368
1972
$8.13M ﹤0.01%
194,137
-25,356
1973
$8.12M ﹤0.01%
97,884
+12,631
1974
$8.12M ﹤0.01%
609,968
+456,876
1975
$8.11M ﹤0.01%
132,729
-165,781