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
26
$6.79B 0.51%
6,401,835
-49,068
27
$6.69B 0.5%
33,854,059
-954,543
28
$6.59B 0.49%
14,529,442
+504,643
29
$6.44B 0.48%
19,247,776
+4,559,968
30
$6.33B 0.47%
25,646,844
-648,363
31
$5.98B 0.45%
83,355,519
+3,418,029
32
$5.92B 0.44%
17,848,695
-1,089,896
33
$5.83B 0.43%
93,632,920
+6,678,604
34
$5.61B 0.42%
38,784,429
+4,426,425
35
$5.43B 0.4%
96,023,212
+18,093,184
36
$5.34B 0.4%
25,114,015
+3,582,537
37
$5.31B 0.4%
23,497,331
+1,467,937
38
$5.3B 0.39%
10,149,035
+150,417
39
$5.29B 0.39%
14,314,109
-1,343,472
40
$5.27B 0.39%
108,948,920
-25,568,219
41
$5.18B 0.39%
73,397,229
+1,447,400
42
$5.16B 0.38%
41,029,456
+35,555
43
$5.04B 0.38%
50,858,878
+3,669,649
44
$5.03B 0.37%
7,059,371
-430,129
45
$4.98B 0.37%
55,134,093
+22,532,875
46
$4.97B 0.37%
16,751,822
+1,110,104
47
$4.91B 0.37%
97,516,324
+23,971,471
48
$4.85B 0.36%
7,721,587
-2,398,998
49
$4.74B 0.35%
51,720,881
+17,056,138
50
$4.69B 0.35%
30,811,436
+5,729,522