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
1576
$24.3M ﹤0.01%
1,003,612
+664,907
1577
$24.3M ﹤0.01%
570,605
-8,285
1578
$24.3M ﹤0.01%
1,569,700
-371,616
1579
$24.2M ﹤0.01%
2,103,645
+405,601
1580
$24.2M ﹤0.01%
977,154
+169,004
1581
$24.1M ﹤0.01%
581,847
+267,080
1582
$24.1M ﹤0.01%
247,098
+92,793
1583
$24.1M ﹤0.01%
325,637
+100,003
1584
$24.1M ﹤0.01%
1,511,439
+84,497
1585
$24M ﹤0.01%
406,471
-423,387
1586
$24M ﹤0.01%
1,843,620
+112,135
1587
$24M ﹤0.01%
684,274
-164,843
1588
$23.9M ﹤0.01%
413,842
+33,288
1589
$23.9M ﹤0.01%
1,123,523
-51,865
1590
$23.9M ﹤0.01%
524,216
-7,923
1591
$23.9M ﹤0.01%
921,419
+891,440
1592
$23.8M ﹤0.01%
151,835
+23,934
1593
$23.7M ﹤0.01%
456,232
-10,796
1594
$23.7M ﹤0.01%
444,596
-53,460
1595
$23.7M ﹤0.01%
3,573,935
-721,489
1596
$23.7M ﹤0.01%
2,537,861
-1,065,815
1597
$23.7M ﹤0.01%
338,843
+205,846
1598
$23.6M ﹤0.01%
913,328
-27,510
1599
$23.6M ﹤0.01%
136,617
+30,346
1600
$23.6M ﹤0.01%
588,649
+225,143