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
2201
$5.89M ﹤0.01%
136,361
+100,848
2202
$5.89M ﹤0.01%
237,509
+15,431
2203
$5.88M ﹤0.01%
1,539,713
-117,159
2204
$5.88M ﹤0.01%
621,244
-65,154
2205
$5.88M ﹤0.01%
172,349
+61,570
2206
$5.86M ﹤0.01%
144,489
-2,794
2207
$5.86M ﹤0.01%
236,446
+104,170
2208
$5.85M ﹤0.01%
202,880
+4,770
2209
$5.84M ﹤0.01%
133,207
+1,479
2210
$5.84M ﹤0.01%
65,835
-18,974
2211
$5.83M ﹤0.01%
106,840
-1,936
2212
$5.82M ﹤0.01%
192,094
-10,920
2213
$5.82M ﹤0.01%
47,719
+16,318
2214
$5.81M ﹤0.01%
238,415
+59,185
2215
$5.81M ﹤0.01%
223,851
+161,652
2216
$5.8M ﹤0.01%
61,236
-31,146
2217
$5.8M ﹤0.01%
260,751
-57,533
2218
$5.79M ﹤0.01%
128,640
-56,482
2219
$5.78M ﹤0.01%
623,362
+299,487
2220
$5.78M ﹤0.01%
183,445
+14,604
2221
$5.77M ﹤0.01%
200,111
+191,531
2222
$5.76M ﹤0.01%
303,548
+174,559
2223
$5.75M ﹤0.01%
310,422
+59,499
2224
$5.75M ﹤0.01%
504,681
+422,052
2225
$5.75M ﹤0.01%
204,163
-3,401