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
2051
$7.29M ﹤0.01%
118,195
+70,620
2052
$7.28M ﹤0.01%
552,897
-37,282
2053
$7.28M ﹤0.01%
1,212,711
+35,329
2054
$7.26M ﹤0.01%
102,793
-510,750
2055
$7.26M ﹤0.01%
29,546
+1,580
2056
$7.25M ﹤0.01%
172,557
+81,556
2057
$7.25M ﹤0.01%
491,432
+252,547
2058
$7.25M ﹤0.01%
409,521
+152,576
2059
$7.22M ﹤0.01%
99,729
+81,879
2060
$7.22M ﹤0.01%
206,159
+10,377
2061
$7.22M ﹤0.01%
294,078
-622,583
2062
$7.2M ﹤0.01%
90,924
+67,010
2063
$7.2M ﹤0.01%
364,123
-314,958
2064
$7.19M ﹤0.01%
431,250
-40,982
2065
$7.19M ﹤0.01%
633,640
+136,988
2066
$7.18M ﹤0.01%
557,370
+339,524
2067
$7.17M ﹤0.01%
155,893
-68,977
2068
$7.16M ﹤0.01%
101,742
+12,993
2069
$7.15M ﹤0.01%
182,303
+55,491
2070
$7.14M ﹤0.01%
419,048
+389
2071
$7.14M ﹤0.01%
531,897
+285,508
2072
$7.14M ﹤0.01%
+205,333
2073
$7.11M ﹤0.01%
115,482
+85,394
2074
$7.08M ﹤0.01%
308,770
-455,409
2075
$7.08M ﹤0.01%
288,282
+140,607