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
1526
$26.2M ﹤0.01%
2,458,539
-1,413,976
1527
$26.1M ﹤0.01%
168,747
+75,886
1528
$26.1M ﹤0.01%
122,637
-48,733
1529
$26.1M ﹤0.01%
146,748
-8,410
1530
$26.1M ﹤0.01%
520,523
-11,460
1531
$26M ﹤0.01%
1,088,796
+467,183
1532
$25.9M ﹤0.01%
346,963
+1,806
1533
$25.8M ﹤0.01%
+1,031,366
1534
$25.8M ﹤0.01%
528,494
+20,075
1535
$25.7M ﹤0.01%
461,497
+201,747
1536
$25.7M ﹤0.01%
151,183
-31,515
1537
$25.7M ﹤0.01%
302,074
+73,835
1538
$25.6M ﹤0.01%
889,472
+529,962
1539
$25.5M ﹤0.01%
554,061
-349,354
1540
$25.5M ﹤0.01%
1,322,616
+765,313
1541
$25.5M ﹤0.01%
275,942
+35,774
1542
$25.4M ﹤0.01%
196,415
+63,074
1543
$25.4M ﹤0.01%
175,299
-3,117
1544
$25.3M ﹤0.01%
71,714
+8,745
1545
$25.3M ﹤0.01%
194,684
+53,317
1546
$25.2M ﹤0.01%
656,428
+18,774
1547
$25.2M ﹤0.01%
247,541
+38,405
1548
$25.1M ﹤0.01%
+1,002,319
1549
$25.1M ﹤0.01%
448,175
-90,426
1550
$25M ﹤0.01%
426,647
+266,626