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
1126
$54.7M ﹤0.01%
1,577,122
+53,693
1127
$54.6M ﹤0.01%
803,737
-329,060
1128
$54.5M ﹤0.01%
153,631
+34,489
1129
$54.5M ﹤0.01%
202,470
-83,401
1130
$54.4M ﹤0.01%
1,425,674
+437,984
1131
$54.4M ﹤0.01%
814,395
-424,854
1132
$54.4M ﹤0.01%
1,229,718
-52,955
1133
$54.4M ﹤0.01%
610,390
-20,254
1134
$54.4M ﹤0.01%
4,598,454
+4,227,055
1135
$53.9M ﹤0.01%
2,425,858
+998,916
1136
$53.8M ﹤0.01%
1,087,416
+2,951
1137
$53.5M ﹤0.01%
687,354
-109,220
1138
$53.5M ﹤0.01%
1,545,685
+17,651
1139
$53.3M ﹤0.01%
210,156
+6,470
1140
$53.2M ﹤0.01%
528,778
+16,338
1141
$53.2M ﹤0.01%
1,356,895
+380,112
1142
$53.1M ﹤0.01%
425,183
+34,011
1143
$53.1M ﹤0.01%
927,382
-249,917
1144
$53M ﹤0.01%
579,545
+90,879
1145
$52.9M ﹤0.01%
568,030
+154,705
1146
$52.7M ﹤0.01%
670,644
-1,171,842
1147
$52.7M ﹤0.01%
1,543,722
+27,744
1148
$52.6M ﹤0.01%
1,435,370
+1,055,828
1149
$52.6M ﹤0.01%
1,052,414
+281,196
1150
$52.5M ﹤0.01%
1,191,731
+1,070,589