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
51
$4.64B 0.35%
8,918,234
+2,311,325
52
$4.62B 0.34%
22,245,605
+1,627,711
53
$4.59B 0.34%
55,807,575
+1,082,850
54
$4.56B 0.34%
44,878,487
+764,970
55
$4.54B 0.34%
7,930,532
+1,866,273
56
$4.53B 0.34%
75,476,843
+29,490,329
57
$4.46B 0.33%
23,762,589
-4,022,421
58
$4.39B 0.33%
11,287,502
+369,043
59
$4.3B 0.32%
865,735
-61,087
60
$4.13B 0.31%
23,939,716
+2,832,392
61
$4.09B 0.3%
9,663,292
-36,847
62
$4.05B 0.3%
24,185,460
-396,274
63
$4.03B 0.3%
50,189,734
+2,992,971
64
$4.02B 0.3%
9,600,983
+832,247
65
$3.99B 0.3%
12,628,931
+784,897
66
$3.98B 0.3%
35,180,518
+6,262,503
67
$3.95B 0.29%
78,695,639
+4,022,038
68
$3.89B 0.29%
10,809,200
-11,328
69
$3.82B 0.28%
65,333,419
+5,229,621
70
$3.81B 0.28%
65,682,351
-6,020,822
71
$3.76B 0.28%
15,678,810
+2,260,562
72
$3.72B 0.28%
76,343,665
+994,073
73
$3.68B 0.27%
61,562,090
+571,201
74
$3.63B 0.27%
49,064,459
+757,395
75
$3.59B 0.27%
5,765,957
+271,622