JP Morgan Chase

JP Morgan Chase 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
2526
$3.43M ﹤0.01%
175,392
-95,927
2527
$3.42M ﹤0.01%
904,042
+76,487
2528
$3.42M ﹤0.01%
131,330
-2,578
2529
$3.4M ﹤0.01%
20,018
+879
2530
$3.4M ﹤0.01%
74,542
+32,934
2531
$3.39M ﹤0.01%
131,810
+94,280
2532
$3.39M ﹤0.01%
110,839
+87,744
2533
$3.38M ﹤0.01%
175,957
-1,001,869
2534
$3.38M ﹤0.01%
234,835
+24,832
2535
$3.37M ﹤0.01%
143,655
+100,717
2536
$3.36M ﹤0.01%
212,337
-127,536
2537
$3.35M ﹤0.01%
492,395
-900,890
2538
$3.34M ﹤0.01%
209,374
-56,688
2539
$3.34M ﹤0.01%
194,745
+35,212
2540
$3.34M ﹤0.01%
62,680
+39,956
2541
$3.33M ﹤0.01%
169,773
-170,705
2542
$3.33M ﹤0.01%
146,190
+128,868
2543
$3.31M ﹤0.01%
92,348
+70,393
2544
$3.3M ﹤0.01%
381,914
+32,128
2545
$3.29M ﹤0.01%
124,730
+41,052
2546
$3.28M ﹤0.01%
18,719
+850
2547
$3.28M ﹤0.01%
506,598
-216,243
2548
$3.28M ﹤0.01%
387,777
+130,248
2549
$3.27M ﹤0.01%
411,252
+19,203
2550
$3.27M ﹤0.01%
747,355
+192,643