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
1026
$66.6M 0.01%
623,917
-144,349
1027
$66.5M ﹤0.01%
321,080
-11,920
1028
$66.3M ﹤0.01%
387,326
+20,056
1029
$66.1M ﹤0.01%
418,372
-86,755
1030
$65.9M ﹤0.01%
618,876
-2,262,060
1031
$65.9M ﹤0.01%
2,989,349
+967,388
1032
$65.7M ﹤0.01%
2,791,571
-163,708
1033
$65.7M ﹤0.01%
4,642,815
-345,078
1034
$65.5M ﹤0.01%
2,710,014
+659,892
1035
$65.5M ﹤0.01%
1,031,749
+143,400
1036
$65.4M ﹤0.01%
275,131
+57,624
1037
$65.3M ﹤0.01%
1,060,122
-615,331
1038
$65.2M ﹤0.01%
835,710
-3,795,445
1039
$65.2M ﹤0.01%
1,773,353
-3,789,239
1040
$65.2M ﹤0.01%
2,340,865
-1,423,821
1041
$65.1M ﹤0.01%
2,071,639
+617,709
1042
$65.1M ﹤0.01%
1,737,423
+606,055
1043
$64.9M ﹤0.01%
1,673,944
+438,076
1044
$64.8M ﹤0.01%
240,273
+59,420
1045
$64.7M ﹤0.01%
254,843
+6,411
1046
$64.6M ﹤0.01%
4,004,705
-300,391
1047
$64.4M ﹤0.01%
3,756,798
+467,929
1048
$64.4M ﹤0.01%
1,754,913
+479,964
1049
$64.3M ﹤0.01%
229,651
+6,121
1050
$64.3M ﹤0.01%
249,572
+6,552