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
1051
$64.2M ﹤0.01%
190,655
-11,485
1052
$64.2M ﹤0.01%
3,245,943
+1,188,585
1053
$64.1M ﹤0.01%
1,693,196
-302,629
1054
$64M ﹤0.01%
6,089,358
+1,591,960
1055
$63.8M ﹤0.01%
1,017,787
+114,620
1056
$63.7M ﹤0.01%
706,806
-232,868
1057
$63.7M ﹤0.01%
2,822,256
-1,787,758
1058
$63.7M ﹤0.01%
1,523,357
+188,599
1059
$63.5M ﹤0.01%
1,484,924
+229,550
1060
$63.4M ﹤0.01%
1,261,410
+89,175
1061
$63.4M ﹤0.01%
560,250
-635,934
1062
$63.2M ﹤0.01%
2,951,001
+1,678,949
1063
$63M ﹤0.01%
2,271,518
-1,026,604
1064
$63M ﹤0.01%
2,520,287
-287,881
1065
$63M ﹤0.01%
4,186,328
-293,913
1066
$62.7M ﹤0.01%
1,406,654
+173,174
1067
$62.6M ﹤0.01%
387,128
+45,977
1068
$62.6M ﹤0.01%
1,629,307
-155,798
1069
$62.3M ﹤0.01%
738,884
-720,992
1070
$62.3M ﹤0.01%
167,882
-137,779
1071
$62.1M ﹤0.01%
471,309
-57,564
1072
$62.1M ﹤0.01%
147,231
-36,475
1073
$62M ﹤0.01%
1,014,190
+54,420
1074
$61.8M ﹤0.01%
644,159
+86,510
1075
$61.8M ﹤0.01%
566,791
+429,010