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
1501
$27.3M ﹤0.01%
1,111,723
-758,632
1502
$27.3M ﹤0.01%
1,271,875
+756,261
1503
$27.3M ﹤0.01%
401,645
+21,525
1504
$27.2M ﹤0.01%
350,616
+82,951
1505
$27.1M ﹤0.01%
473,548
+62,245
1506
$27.1M ﹤0.01%
989,983
+80,748
1507
$27.1M ﹤0.01%
654,326
+271,244
1508
$27.1M ﹤0.01%
561,644
+6,003
1509
$27M ﹤0.01%
357,139
+28,300
1510
$26.9M ﹤0.01%
153,772
+81,455
1511
$26.9M ﹤0.01%
2,088,827
-5,092,094
1512
$26.8M ﹤0.01%
315,797
+42,219
1513
$26.7M ﹤0.01%
696,475
-170,156
1514
$26.7M ﹤0.01%
1,066,473
+180,793
1515
$26.7M ﹤0.01%
942,771
-331,854
1516
$26.7M ﹤0.01%
906,035
+902,057
1517
$26.7M ﹤0.01%
735,026
+158,246
1518
$26.6M ﹤0.01%
1,788,688
+126,193
1519
$26.5M ﹤0.01%
858,894
+560,190
1520
$26.5M ﹤0.01%
598,644
-1,074,110
1521
$26.5M ﹤0.01%
396,909
-12,976
1522
$26.5M ﹤0.01%
1,956,802
-110,555
1523
$26.4M ﹤0.01%
1,031,216
+396,318
1524
$26.4M ﹤0.01%
651,078
+45,600
1525
$26.2M ﹤0.01%
2,613,730
+1,491,339