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
1551
$24.9M ﹤0.01%
292,755
-14,240
1552
$24.9M ﹤0.01%
1,096,980
-53,538
1553
$24.9M ﹤0.01%
1,078,735
+70,755
1554
$24.8M ﹤0.01%
297,695
-49,262
1555
$24.8M ﹤0.01%
584,068
+121,972
1556
$24.8M ﹤0.01%
2,854,215
-592,859
1557
$24.8M ﹤0.01%
317,292
+136,507
1558
$24.8M ﹤0.01%
687,300
+225,574
1559
$24.8M ﹤0.01%
248,673
-231,436
1560
$24.7M ﹤0.01%
330,067
-524,402
1561
$24.7M ﹤0.01%
993,063
+570,680
1562
$24.7M ﹤0.01%
280,396
+153,089
1563
$24.7M ﹤0.01%
1,045,262
+3,585
1564
$24.6M ﹤0.01%
810,917
+90,878
1565
$24.6M ﹤0.01%
71,583
+10,928
1566
$24.5M ﹤0.01%
1,445,311
-1,154,079
1567
$24.5M ﹤0.01%
253,659
+108,509
1568
$24.5M ﹤0.01%
2,186,928
-127,501
1569
$24.4M ﹤0.01%
389,568
-64,716
1570
$24.4M ﹤0.01%
430,428
-33,246
1571
$24.4M ﹤0.01%
326,748
+102,982
1572
$24.4M ﹤0.01%
184,807
+13,563
1573
$24.3M ﹤0.01%
2,590,184
+627,952
1574
$24.3M ﹤0.01%
+986,801
1575
$24.3M ﹤0.01%
4,875,530
-133,035