JP Morgan Chase & Co

JP Morgan Chase & Co 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
$1.26T
AUM Growth
+$14.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,736
New
Increased
Reduced
Closed

Top Buys

1 +$4.02B
2 +$2.31B
3 +$2.19B
4
WMT icon
Walmart
WMT
+$2.04B
5
MCD icon
McDonald's
MCD
+$1.85B

Sector Composition

1 Technology 24.62%
2 Financials 10.74%
3 Consumer Discretionary 10.45%
4 Healthcare 8.47%
5 Communication Services 7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$831M 0.06%
3,762,586
-4,421,331
252
$829M 0.06%
392,097
+103,137
253
$824M 0.06%
11,141,771
+51,424
254
$822M 0.06%
5,353,384
-626,645
255
$819M 0.06%
18,128,934
-2,587,978
256
$819M 0.06%
11,638,729
+526,071
257
$813M 0.06%
6,559,612
-900,073
258
$811M 0.06%
4,710,538
+246,730
259
$807M 0.06%
3,670,784
-389,713
260
$806M 0.06%
8,265,880
+5,624,163
261
$806M 0.06%
3,462,023
+104,113
262
$806M 0.06%
5,640,314
-167,165
263
$806M 0.06%
14,529,961
+6,005,878
264
$803M 0.06%
26,473,575
-24,607,513
265
$792M 0.06%
4,834,511
-124,081
266
$787M 0.06%
746,767
-388,025
267
$787M 0.06%
21,032,724
+1,496,164
268
$775M 0.06%
4,690,256
+2,825,061
269
$773M 0.06%
5,407,053
+257,264
270
$768M 0.06%
7,336,046
+1,190,154
271
$760M 0.06%
13,239,112
+370,586
272
$753M 0.06%
7,760,003
+42,584
273
$752M 0.06%
14,326,441
+1,093,469
274
$748M 0.06%
1,618,744
+31,396
275
$746M 0.06%
6,186,681
-151,827