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
76
$3.56B 0.27%
12,557,538
+7,712,881
77
$3.5B 0.26%
31,663,675
+3,989,987
78
$3.46B 0.26%
107,165,430
+15,251,797
79
$3.4B 0.25%
82,998,814
+10,384,466
80
$3.39B 0.25%
59,304,538
+3,296,150
81
$3.29B 0.25%
35,523,891
+7,447,860
82
$3.23B 0.24%
3,521,064
-61,017
83
$3.22B 0.24%
16,853,606
-170,039
84
$3.17B 0.24%
28,507,939
+20,765,535
85
$3.1B 0.23%
25,252,817
-1,025,455
86
$3.09B 0.23%
21,361,082
-5,556,008
87
$3.08B 0.23%
22,992,768
+470,596
88
$3.07B 0.23%
81,889,863
-7,210,686
89
$3.03B 0.23%
20,517,582
-587,476
90
$3.01B 0.22%
8,550,972
+677,889
91
$2.98B 0.22%
24,724,508
-2,190,469
92
$2.97B 0.22%
19,638,257
+5,529,575
93
$2.94B 0.22%
21,039,584
+7,146,569
94
$2.89B 0.22%
13,157,831
+1,056,457
95
$2.86B 0.21%
7,116,045
+349,222
96
$2.84B 0.21%
22,535,413
-1,343,899
97
$2.83B 0.21%
1,664,001
-26,031
98
$2.81B 0.21%
26,568,533
-3,334,817
99
$2.8B 0.21%
874,233
-486,878
100
$2.79B 0.21%
2,204,649
+206,822