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
1976
$8.07M ﹤0.01%
224,068
-56,223
1977
$8.07M ﹤0.01%
149,301
+17,389
1978
$8.07M ﹤0.01%
+274,015
1979
$8.05M ﹤0.01%
58,850
+32,320
1980
$8.04M ﹤0.01%
1,167,927
+60,665
1981
$8.03M ﹤0.01%
184,113
-180,889
1982
$8.02M ﹤0.01%
135,654
+494
1983
$8.02M ﹤0.01%
550,277
+187,148
1984
$8.02M ﹤0.01%
759,237
+670,905
1985
$8.01M ﹤0.01%
200,844
+11,952
1986
$7.98M ﹤0.01%
73,587
+314
1987
$7.97M ﹤0.01%
2,166,739
+226,063
1988
$7.96M ﹤0.01%
121,413
+16,335
1989
$7.95M ﹤0.01%
418,146
-59,920
1990
$7.94M ﹤0.01%
136,849
+6,038
1991
$7.93M ﹤0.01%
162,225
+347
1992
$7.92M ﹤0.01%
328,362
-86,846
1993
$7.92M ﹤0.01%
441,683
-12,419
1994
$7.91M ﹤0.01%
107,278
+11,247
1995
$7.91M ﹤0.01%
121,875
-1,298
1996
$7.9M ﹤0.01%
73,272
-54
1997
$7.89M ﹤0.01%
242,616
+104,209
1998
$7.88M ﹤0.01%
41,884
+3,967
1999
$7.86M ﹤0.01%
144,913
+27,615
2000
$7.86M ﹤0.01%
770,231
+232,385