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
2126
$6.62M ﹤0.01%
157,896
-877,859
2127
$6.61M ﹤0.01%
47,925
+13,360
2128
$6.59M ﹤0.01%
230,150
+3,530
2129
$6.59M ﹤0.01%
17,427
+5,266
2130
$6.58M ﹤0.01%
209,651
-44,115
2131
$6.58M ﹤0.01%
90,804
+56,263
2132
$6.58M ﹤0.01%
967,074
+616,030
2133
$6.57M ﹤0.01%
75,642
+51,788
2134
$6.55M ﹤0.01%
74,415
-111,983
2135
$6.54M ﹤0.01%
186,203
-162,465
2136
$6.53M ﹤0.01%
203,497
+174,955
2137
$6.53M ﹤0.01%
246,134
-194,216
2138
$6.53M ﹤0.01%
105,320
+17,196
2139
$6.53M ﹤0.01%
149,557
-16,263
2140
$6.51M ﹤0.01%
1,469,817
+1,367,465
2141
$6.49M ﹤0.01%
296,390
+26
2142
$6.49M ﹤0.01%
253,305
-79,321
2143
$6.48M ﹤0.01%
301,556
+43,900
2144
$6.48M ﹤0.01%
600,000
-100
2145
$6.47M ﹤0.01%
80,980
+77,012
2146
$6.47M ﹤0.01%
98,283
+26,282
2147
$6.46M ﹤0.01%
268,572
+4,538
2148
$6.44M ﹤0.01%
73,495
+16,150
2149
$6.42M ﹤0.01%
77,185
+33,071
2150
$6.41M ﹤0.01%
132,267
-1,427