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
1401
$32M ﹤0.01%
474,042
+48,074
1402
$32M ﹤0.01%
650,235
-11,388
1403
$31.9M ﹤0.01%
683,557
+74,358
1404
$31.9M ﹤0.01%
565,314
+7,439
1405
$31.8M ﹤0.01%
117,308
+11,996
1406
$31.8M ﹤0.01%
112,008
+21,359
1407
$31.7M ﹤0.01%
299,261
+93,341
1408
$31.7M ﹤0.01%
470,602
+31,064
1409
$31.6M ﹤0.01%
273,248
+22,798
1410
$31.6M ﹤0.01%
1,584,196
-467,150
1411
$31.6M ﹤0.01%
124,078
-9,838
1412
$31.6M ﹤0.01%
427,009
+144,016
1413
$31.5M ﹤0.01%
76,516
+1,783
1414
$31.5M ﹤0.01%
465,450
+112,959
1415
$31.4M ﹤0.01%
571,194
+119,574
1416
$31.3M ﹤0.01%
1,815,393
+223,681
1417
$31.2M ﹤0.01%
830,774
+235,955
1418
$31.1M ﹤0.01%
131,028
-253,114
1419
$31.1M ﹤0.01%
262,243
+51,055
1420
$31M ﹤0.01%
622,215
+12,270
1421
$31M ﹤0.01%
8,744,712
-3,611,936
1422
$30.8M ﹤0.01%
526,166
+306,282
1423
$30.8M ﹤0.01%
246,824
-73,462
1424
$30.8M ﹤0.01%
263,288
+8,455
1425
$30.7M ﹤0.01%
808,212
+772,244