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
2576
$3.1M ﹤0.01%
68,171
+39,190
2577
$3.1M ﹤0.01%
94,622
+38,894
2578
$3.09M ﹤0.01%
141,699
+110,725
2579
$3.09M ﹤0.01%
462,057
+131,013
2580
$3.09M ﹤0.01%
143,039
+26,204
2581
$3.08M ﹤0.01%
55,777
-22,430
2582
$3.08M ﹤0.01%
70,605
+9,974
2583
$3.08M ﹤0.01%
116,225
+85,025
2584
$3.07M ﹤0.01%
76,146
+48,678
2585
$3.06M ﹤0.01%
300,000
-16,801
2586
$3.06M ﹤0.01%
254,591
+3,900
2587
$3.05M ﹤0.01%
58,716
-2,048,869
2588
$3.05M ﹤0.01%
179,055
-12,810
2589
$3.04M ﹤0.01%
143,020
-192,362
2590
$3.03M ﹤0.01%
117,940
-5,239
2591
$3.03M ﹤0.01%
190,557
-72,462
2592
$3.02M ﹤0.01%
203,964
-41,108
2593
$3.02M ﹤0.01%
34,982
+5,233
2594
$3.02M ﹤0.01%
213,404
-60,556
2595
$3.01M ﹤0.01%
33,128
+29,513
2596
$3.01M ﹤0.01%
248,582
-144,444
2597
$3M ﹤0.01%
156,408
+83,402
2598
$3M ﹤0.01%
165,327
+89,389
2599
$3M ﹤0.01%
11,750
-2,327
2600
$3M ﹤0.01%
404,000
+343,518