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
1226
$45.6M ﹤0.01%
580,736
+39,671
1227
$45.5M ﹤0.01%
1,596,879
+1,566,276
1228
$45.5M ﹤0.01%
469,100
+120,665
1229
$45.4M ﹤0.01%
3,873,418
+3,419,507
1230
$45.4M ﹤0.01%
649,631
+91,120
1231
$45.3M ﹤0.01%
1,138,281
-413,070
1232
$45.3M ﹤0.01%
186,306
+29,579
1233
$45M ﹤0.01%
40,670
+6,747
1234
$45M ﹤0.01%
1,145,473
+245,026
1235
$44.8M ﹤0.01%
1,479,710
-115,550
1236
$44.8M ﹤0.01%
478,609
+73,456
1237
$44.7M ﹤0.01%
194,218
+6,313
1238
$44.6M ﹤0.01%
625,704
-12,718
1239
$44.5M ﹤0.01%
723,306
+164,107
1240
$44.4M ﹤0.01%
2,814,710
+311,095
1241
$44.3M ﹤0.01%
1,878,493
-1,336,085
1242
$44M ﹤0.01%
1,628,012
-5,250,367
1243
$44M ﹤0.01%
565,912
-192,714
1244
$43.9M ﹤0.01%
454,040
-121,906
1245
$43.9M ﹤0.01%
403,877
+32,581
1246
$43.9M ﹤0.01%
1,778,924
+532,702
1247
$43.8M ﹤0.01%
3,043,717
-418,575
1248
$43.7M ﹤0.01%
248,106
-1,484,926
1249
$43.6M ﹤0.01%
1,172,173
-1,397,599
1250
$43.6M ﹤0.01%
323,124
+36,156