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
2626
$2.89M ﹤0.01%
88,517
+18,935
2627
$2.89M ﹤0.01%
294,733
+63,497
2628
$2.88M ﹤0.01%
51,926
-115,036
2629
$2.88M ﹤0.01%
141,568
-70,186
2630
$2.88M ﹤0.01%
74,099
+21,845
2631
$2.87M ﹤0.01%
168,735
-33,967
2632
$2.87M ﹤0.01%
191,255
+41,635
2633
$2.87M ﹤0.01%
88,978
+54,925
2634
$2.86M ﹤0.01%
28,988
+27,980
2635
$2.86M ﹤0.01%
49,032
-12,090
2636
$2.85M ﹤0.01%
54,739
2637
$2.84M ﹤0.01%
57,224
+3,855
2638
$2.82M ﹤0.01%
97,376
+186
2639
$2.82M ﹤0.01%
393,426
-143,972
2640
$2.82M ﹤0.01%
53,963
+23,240
2641
$2.81M ﹤0.01%
44,167
+1,103
2642
$2.8M ﹤0.01%
584,529
+196,134
2643
$2.8M ﹤0.01%
39,616
+28,280
2644
$2.8M ﹤0.01%
+274,337
2645
$2.8M ﹤0.01%
210,652
+21,094
2646
$2.79M ﹤0.01%
51,805
-8,782
2647
$2.78M ﹤0.01%
61,728
-74,694
2648
$2.78M ﹤0.01%
64,233
+42,681
2649
$2.76M ﹤0.01%
121,111
+2,640
2650
$2.76M ﹤0.01%
17,600
-1,643