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
1376
$33.5M ﹤0.01%
612,571
+60,935
1377
$33.5M ﹤0.01%
244,554
-88,524
1378
$33.4M ﹤0.01%
1,015,360
-697,630
1379
$33.2M ﹤0.01%
294,925
+111,952
1380
$33M ﹤0.01%
113,222
-201,892
1381
$32.9M ﹤0.01%
696,813
-211,840
1382
$32.7M ﹤0.01%
126,687
-44,016
1383
$32.7M ﹤0.01%
173,463
+6,922
1384
$32.6M ﹤0.01%
670,469
-993,158
1385
$32.5M ﹤0.01%
998,016
+634,990
1386
$32.4M ﹤0.01%
290,653
+18,382
1387
$32.4M ﹤0.01%
816,209
-2,310,398
1388
$32.4M ﹤0.01%
589,660
+157,768
1389
$32.4M ﹤0.01%
356,088
-31,649
1390
$32.3M ﹤0.01%
2,117,563
+2,055,203
1391
$32.3M ﹤0.01%
18,712
-6,194
1392
$32.3M ﹤0.01%
790,097
+181,476
1393
$32.3M ﹤0.01%
551,414
+142,537
1394
$32.3M ﹤0.01%
493,931
+252,147
1395
$32.2M ﹤0.01%
891,112
+39,620
1396
$32.2M ﹤0.01%
555,376
+93,560
1397
$32.1M ﹤0.01%
593,192
-23,999
1398
$32.1M ﹤0.01%
603,645
-161,213
1399
$32M ﹤0.01%
206,051
+8,551
1400
$32M ﹤0.01%
4,136,517
+1,659,206