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
2151
$6.4M ﹤0.01%
2,256
-111
2152
$6.39M ﹤0.01%
591,296
-80,393
2153
$6.38M ﹤0.01%
92,141
+67,205
2154
$6.37M ﹤0.01%
97,549
+10,634
2155
$6.35M ﹤0.01%
123,043
+15,465
2156
$6.33M ﹤0.01%
164,808
+15,731
2157
$6.33M ﹤0.01%
135,065
+11,217
2158
$6.31M ﹤0.01%
1,313,596
-448,900
2159
$6.3M ﹤0.01%
93,767
-38,283
2160
$6.27M ﹤0.01%
312,660
-36,582
2161
$6.26M ﹤0.01%
76,027
+52,805
2162
$6.24M ﹤0.01%
418,755
-50,976
2163
$6.22M ﹤0.01%
212,980
-28,580
2164
$6.22M ﹤0.01%
928,172
-157,323
2165
$6.22M ﹤0.01%
211,169
+132,302
2166
$6.21M ﹤0.01%
187,006
+24,411
2167
$6.19M ﹤0.01%
597,814
-34,633
2168
$6.19M ﹤0.01%
536,601
+122,814
2169
$6.18M ﹤0.01%
274,584
+2,497
2170
$6.17M ﹤0.01%
193,994
-102,008
2171
$6.17M ﹤0.01%
154,358
+25,617
2172
$6.16M ﹤0.01%
56,801
+18,941
2173
$6.14M ﹤0.01%
483,820
+166,305
2174
$6.14M ﹤0.01%
178,932
+39,747
2175
$6.14M ﹤0.01%
2,612,707
+873,950