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
1151
$52.5M ﹤0.01%
398,508
+350,441
1152
$52.2M ﹤0.01%
588,675
-1,505,989
1153
$52M ﹤0.01%
711,866
+88,142
1154
$51.9M ﹤0.01%
1,442,848
-136,731
1155
$51.9M ﹤0.01%
241,956
+113,599
1156
$51.9M ﹤0.01%
2,609,917
-536,262
1157
$51.8M ﹤0.01%
2,333,322
-809,605
1158
$51.7M ﹤0.01%
900,733
-239,576
1159
$51.7M ﹤0.01%
437,817
-486,860
1160
$51.6M ﹤0.01%
5,716,469
+901,600
1161
$51.5M ﹤0.01%
463,895
-24,515
1162
$51.1M ﹤0.01%
1,510,529
+715,668
1163
$51.1M ﹤0.01%
675,191
+165,285
1164
$51.1M ﹤0.01%
359,606
-42,687
1165
$51M ﹤0.01%
7,007,043
-2,202,926
1166
$50.9M ﹤0.01%
604,179
-73,939
1167
$50.9M ﹤0.01%
2,194,966
+129,646
1168
$50.8M ﹤0.01%
399,449
-12,010
1169
$50.8M ﹤0.01%
128,979
-100,520
1170
$50.6M ﹤0.01%
489,449
-922,442
1171
$50.6M ﹤0.01%
768,382
+344,423
1172
$50.4M ﹤0.01%
563,344
-9,315
1173
$50.3M ﹤0.01%
1,242,802
-47,039
1174
$50.2M ﹤0.01%
1,634,338
-94,498
1175
$50.2M ﹤0.01%
1,896,766
+827,398