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
301
$648M 0.05%
1,526,292
-334,938
302
$648M 0.05%
10,231,275
+8,850,809
303
$642M 0.05%
10,622,631
-74,429
304
$637M 0.05%
21,812,501
+1,048,018
305
$637M 0.05%
14,096,950
-437,588
306
$632M 0.05%
3,005,633
+447,041
307
$626M 0.05%
3,537,077
+130,747
308
$624M 0.05%
13,894,478
+1,143,405
309
$621M 0.05%
4,929,052
-1,878,703
310
$611M 0.05%
12,856,555
-2,362,265
311
$610M 0.05%
8,427,932
-340,430
312
$609M 0.05%
2,306,779
+203,167
313
$608M 0.05%
6,882,774
-177,140
314
$602M 0.04%
1,271,679
-346,671
315
$601M 0.04%
18,829,362
-672,158
316
$601M 0.04%
1,434,916
-371,714
317
$600M 0.04%
18,685,837
+4,467,128
318
$590M 0.04%
11,570,292
+546,824
319
$588M 0.04%
7,477,983
+1,114,162
320
$588M 0.04%
3,471,459
+181,914
321
$586M 0.04%
2,652,518
-631,034
322
$586M 0.04%
2,310,411
-750,520
323
$585M 0.04%
14,505,701
-512,296
324
$584M 0.04%
1,581,884
-942,104
325
$583M 0.04%
5,942,101
+13,973