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
201
$674M 0.1%
4,311,410
+111,699
202
$672M 0.1%
1,985,472
+420,295
203
$671M 0.1%
22,597,778
+646,585
204
$663M 0.1%
3,190,060
+608,279
205
$662M 0.1%
5,473,896
+598,826
206
$653M 0.1%
2,514,278
+1,322,557
207
$653M 0.1%
7,006,039
-213,857
208
$645M 0.09%
6,712,133
+148,293
209
$645M 0.09%
14,729,210
-4,867,530
210
$641M 0.09%
4,854,575
+36,044
211
$637M 0.09%
13,774,474
+331,490
212
$629M 0.09%
5,556,430
-1,099,620
213
$627M 0.09%
8,147,138
+186,200
214
$627M 0.09%
1,172,833
+1,005,263
215
$626M 0.09%
12,551,276
+7,604,087
216
$625M 0.09%
6,521,186
-6,052,424
217
$618M 0.09%
5,643,867
+624,197
218
$615M 0.09%
2,452,634
-603,289
219
$612M 0.09%
2,588,024
+348,214
220
$610M 0.09%
5,519,625
-3,700,385
221
$605M 0.09%
16,808,313
+9,124,471
222
$605M 0.09%
6,232,478
+5,991,505
223
$598M 0.09%
5,593,399
+1,033,052
224
$598M 0.09%
12,350,075
-517,311
225
$593M 0.09%
2,088,837
-272,692