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
4176
$79K ﹤0.01%
3,836
+807
4177
$79K ﹤0.01%
1,087
-565
4178
$77K ﹤0.01%
1,230
+1,229
4179
$77K ﹤0.01%
3,638
-36,422
4180
$76K ﹤0.01%
1,200
4181
$76K ﹤0.01%
3,865
4182
$76K ﹤0.01%
831
-3,607
4183
$75K ﹤0.01%
3,082
-9,871
4184
$74K ﹤0.01%
1,018
-780
4185
$73K ﹤0.01%
19,322
+14,279
4186
$73K ﹤0.01%
8,114
+3,778
4187
$73K ﹤0.01%
5,830
+5,827
4188
$72K ﹤0.01%
9,670
+1,699
4189
$72K ﹤0.01%
1,386
-1,250
4190
$72K ﹤0.01%
2,598
4191
$72K ﹤0.01%
4,869
4192
$72K ﹤0.01%
+6,921
4193
$72K ﹤0.01%
10,701
+7,740
4194
$70K ﹤0.01%
+3,385
4195
$70K ﹤0.01%
14,075
+9,218
4196
$70K ﹤0.01%
24,769
+17,545
4197
$70K ﹤0.01%
2,777
+1,687
4198
$69K ﹤0.01%
4,096
+757
4199
$69K ﹤0.01%
4,819
-2,108
4200
$69K ﹤0.01%
5,521
-5,501