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
1351
$35.1M ﹤0.01%
1,511,403
+344,875
1352
$35M ﹤0.01%
2,597,664
+908,669
1353
$34.9M ﹤0.01%
158,028
+12,642
1354
$34.8M ﹤0.01%
2,867,945
-329,569
1355
$34.8M ﹤0.01%
5,297,258
-467,713
1356
$34.8M ﹤0.01%
186,177
+35,766
1357
$34.7M ﹤0.01%
325,875
+82,934
1358
$34.6M ﹤0.01%
611,550
-523,570
1359
$34.4M ﹤0.01%
312,880
+46,192
1360
$34.4M ﹤0.01%
653,444
+269,660
1361
$34.4M ﹤0.01%
334,073
-6,082
1362
$34.4M ﹤0.01%
231,048
-2,474
1363
$34.3M ﹤0.01%
229,568
-379,508
1364
$34.2M ﹤0.01%
173,700
+59,933
1365
$34.1M ﹤0.01%
1,056,241
+23,733
1366
$34.1M ﹤0.01%
644,417
-109,870
1367
$34M ﹤0.01%
1,004,562
+251,992
1368
$33.9M ﹤0.01%
179,528
-126,419
1369
$33.8M ﹤0.01%
1,309,398
-18,634,902
1370
$33.8M ﹤0.01%
1,196,675
-31,057
1371
$33.8M ﹤0.01%
2,129,196
+294,783
1372
$33.7M ﹤0.01%
1,190,472
+73,523
1373
$33.7M ﹤0.01%
4,147,978
+36,970
1374
$33.5M ﹤0.01%
655,059
+368,432
1375
$33.5M ﹤0.01%
132,444
-64,261