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
1301
$38.5M ﹤0.01%
323,587
-10,879
1302
$38.4M ﹤0.01%
254,675
-12,156
1303
$38.4M ﹤0.01%
355,099
-11,741
1304
$38.3M ﹤0.01%
814,127
+235,405
1305
$38.2M ﹤0.01%
2,053,923
-240,586
1306
$38.1M ﹤0.01%
398,199
+46,417
1307
$38M ﹤0.01%
1,413,593
+402,974
1308
$38M ﹤0.01%
379,563
+22,053
1309
$38M ﹤0.01%
2,020,426
-127,979
1310
$38M ﹤0.01%
1,336,225
+418,589
1311
$37.9M ﹤0.01%
728,424
+551,488
1312
$37.8M ﹤0.01%
458,881
-49,035
1313
$37.8M ﹤0.01%
894,049
+42,335
1314
$37.8M ﹤0.01%
525,100
-231,084
1315
$37.8M ﹤0.01%
+1,949,117
1316
$37.7M ﹤0.01%
7,352,882
+4,202,014
1317
$37.7M ﹤0.01%
899,443
-366,130
1318
$37.6M ﹤0.01%
3,869,739
-53,824
1319
$37.6M ﹤0.01%
607,215
-145,087
1320
$37.5M ﹤0.01%
193,777
-13,823
1321
$37.5M ﹤0.01%
465,282
+43,439
1322
$37.3M ﹤0.01%
2,226,830
+448,549
1323
$37.3M ﹤0.01%
649,915
-469,119
1324
$37.2M ﹤0.01%
819,863
-6,618
1325
$37.2M ﹤0.01%
423,154
+264,706