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
1601
$23.5M ﹤0.01%
1,045,628
+120,922
1602
$23.4M ﹤0.01%
890,258
+207,664
1603
$23.4M ﹤0.01%
149,415
+4,062
1604
$23.4M ﹤0.01%
700,126
-970,441
1605
$23.4M ﹤0.01%
223,056
+5,614
1606
$23.4M ﹤0.01%
2,357,622
+1,231,026
1607
$23.4M ﹤0.01%
252,396
+38,137
1608
$23.3M ﹤0.01%
274,559
+61,842
1609
$23.3M ﹤0.01%
601,632
+249,231
1610
$23.2M ﹤0.01%
74,642
-10,971
1611
$23.2M ﹤0.01%
102,802
-4,299
1612
$23.2M ﹤0.01%
161,029
-202,470
1613
$23.2M ﹤0.01%
4,250,656
+200,411
1614
$23.2M ﹤0.01%
326,010
+6,333
1615
$23.1M ﹤0.01%
721,831
+128,501
1616
$23M ﹤0.01%
562,814
-72,355
1617
$23M ﹤0.01%
526,260
-114,680
1618
$23M ﹤0.01%
18,865
+174
1619
$23M ﹤0.01%
+377,650
1620
$22.9M ﹤0.01%
205,194
-129,436
1621
$22.9M ﹤0.01%
252,228
-133,107
1622
$22.8M ﹤0.01%
467,933
-132,153
1623
$22.8M ﹤0.01%
352,124
+49,993
1624
$22.8M ﹤0.01%
323,655
+53,188
1625
$22.8M ﹤0.01%
565,016
+81,863