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
826
$104M 0.01%
974,547
-795,686
827
$104M 0.01%
9,659,041
-2,676,689
828
$104M 0.01%
2,156,275
-154,534
829
$104M 0.01%
3,960,499
+88,724
830
$103M 0.01%
2,468,160
+2,293,231
831
$103M 0.01%
1,072,266
-143,055
832
$103M 0.01%
867,808
-445,831
833
$102M 0.01%
689,902
+66,378
834
$102M 0.01%
931,992
+49,362
835
$102M 0.01%
1,859,136
-91,375
836
$102M 0.01%
2,705,425
-3,178,857
837
$102M 0.01%
2,490,432
-229,202
838
$102M 0.01%
3,283,383
+590,051
839
$102M 0.01%
1,545,656
-1,266,133
840
$101M 0.01%
1,798,852
-79,298
841
$101M 0.01%
560,346
-6,222
842
$101M 0.01%
1,155,634
-66,418
843
$101M 0.01%
482,842
+26,730
844
$101M 0.01%
612,313
-19,894
845
$100M 0.01%
657,137
+6,525
846
$100M 0.01%
477,224
-297,336
847
$100M 0.01%
2,413,781
-476,403
848
$100M 0.01%
296,589
-90,119
849
$99.7M 0.01%
685,445
+94,893
850
$99.5M 0.01%
784,846
-7,958