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
2951
$1.62M ﹤0.01%
153,422
+100
2952
$1.61M ﹤0.01%
150,000
-250,000
2953
$1.61M ﹤0.01%
+150,000
2954
$1.61M ﹤0.01%
72,170
+29,745
2955
$1.61M ﹤0.01%
47,547
-80,822
2956
$1.61M ﹤0.01%
207,111
+14,053
2957
$1.61M ﹤0.01%
+44,000
2958
$1.6M ﹤0.01%
+77,258
2959
$1.6M ﹤0.01%
26,899
+22,851
2960
$1.6M ﹤0.01%
150,090
-99,910
2961
$1.59M ﹤0.01%
193,611
-6,347
2962
$1.59M ﹤0.01%
98,888
2963
$1.59M ﹤0.01%
102,676
+52,686
2964
$1.59M ﹤0.01%
243,820
+110,145
2965
$1.59M ﹤0.01%
26,904
-11,608
2966
$1.59M ﹤0.01%
51,378
-162,425
2967
$1.59M ﹤0.01%
70,854
+4,924
2968
$1.58M ﹤0.01%
+139,926
2969
$1.58M ﹤0.01%
+150,000
2970
$1.58M ﹤0.01%
63,092
+13,771
2971
$1.57M ﹤0.01%
33,280
+17,943
2972
$1.57M ﹤0.01%
49,972
-33,863
2973
$1.56M ﹤0.01%
53,844
+46,222
2974
$1.56M ﹤0.01%
96,788
+10,238
2975
$1.56M ﹤0.01%
25,214
+835