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
1626
$22.8M ﹤0.01%
131,096
+9,914
1627
$22.8M ﹤0.01%
203,642
-10,664
1628
$22.8M ﹤0.01%
325,178
+113,048
1629
$22.7M ﹤0.01%
522,940
+27,821
1630
$22.7M ﹤0.01%
486,520
-42,220
1631
$22.6M ﹤0.01%
170,733
+100,811
1632
$22.6M ﹤0.01%
697,248
+5,244
1633
$22.6M ﹤0.01%
709,740
-135,006
1634
$22.5M ﹤0.01%
2,485,474
+991,084
1635
$22.5M ﹤0.01%
290,166
+139,497
1636
$22.5M ﹤0.01%
1,285,609
+188,041
1637
$22.4M ﹤0.01%
1,011,431
+335,260
1638
$22.4M ﹤0.01%
509,399
+275,824
1639
$22.4M ﹤0.01%
323,640
+38,550
1640
$22.3M ﹤0.01%
435,543
+72,745
1641
$22.3M ﹤0.01%
538,883
+69,160
1642
$22.3M ﹤0.01%
2,156,792
-1,280,242
1643
$22.3M ﹤0.01%
576,977
+73,992
1644
$22.3M ﹤0.01%
586,187
-886,556
1645
$22.3M ﹤0.01%
652,603
+194,136
1646
$22.2M ﹤0.01%
415,165
-103,647
1647
$22.2M ﹤0.01%
650,060
+205,159
1648
$22.2M ﹤0.01%
885,948
-110,436
1649
$22.1M ﹤0.01%
257,316
-372,471
1650
$22.1M ﹤0.01%
1,368,250
+31,839