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
2601
$2.99M ﹤0.01%
146,745
+34,105
2602
$2.98M ﹤0.01%
188,161
-8,243
2603
$2.98M ﹤0.01%
62,212
-10,351
2604
$2.98M ﹤0.01%
143,954
+9,225
2605
$2.98M ﹤0.01%
66,429
+59,377
2606
$2.97M ﹤0.01%
118,046
-32,804
2607
$2.97M ﹤0.01%
323,398
-25,254
2608
$2.97M ﹤0.01%
266,962
+265,493
2609
$2.96M ﹤0.01%
161,918
+41,768
2610
$2.94M ﹤0.01%
281,601
2611
$2.94M ﹤0.01%
147,105
-253,032
2612
$2.92M ﹤0.01%
216,092
2613
$2.92M ﹤0.01%
1,249,226
+649,059
2614
$2.92M ﹤0.01%
10,521
-3,329
2615
$2.92M ﹤0.01%
60,054
-12,919
2616
$2.91M ﹤0.01%
360,753
-35,235
2617
$2.91M ﹤0.01%
+276,504
2618
$2.91M ﹤0.01%
79,518
-121,384
2619
$2.91M ﹤0.01%
243,244
-246,531
2620
$2.9M ﹤0.01%
222,391
+38,577
2621
$2.9M ﹤0.01%
267,013
-13,563
2622
$2.9M ﹤0.01%
412,682
+79,345
2623
$2.9M ﹤0.01%
88,649
+50,549
2624
$2.9M ﹤0.01%
147,114
-273,870
2625
$2.9M ﹤0.01%
114,410
+86,284