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
1701
$20.5M ﹤0.01%
681,622
+128,848
1702
$20.5M ﹤0.01%
4,978,443
-539,073
1703
$20.5M ﹤0.01%
470,804
-75,706
1704
$20.4M ﹤0.01%
581,385
+15,592
1705
$20.3M ﹤0.01%
353,387
+63,686
1706
$20.3M ﹤0.01%
143,515
+13,782
1707
$20.2M ﹤0.01%
1,785,780
-979,876
1708
$20.2M ﹤0.01%
1,339,044
-567,008
1709
$20.2M ﹤0.01%
863,915
+146,421
1710
$20.2M ﹤0.01%
1,110,069
-1,620,546
1711
$20.2M ﹤0.01%
431,945
+145,066
1712
$20.1M ﹤0.01%
621,506
+449,642
1713
$20.1M ﹤0.01%
1,199,399
+908,336
1714
$20M ﹤0.01%
556,556
+50,449
1715
$20M ﹤0.01%
2,353,328
-1,003,127
1716
$20M ﹤0.01%
80,909
-80,369
1717
$20M ﹤0.01%
255,534
-8,086
1718
$19.9M ﹤0.01%
243,342
-324,286
1719
$19.9M ﹤0.01%
159,982
+53,890
1720
$19.8M ﹤0.01%
506,541
+220,443
1721
$19.8M ﹤0.01%
64,235
-6,543
1722
$19.8M ﹤0.01%
81,634
+27,684
1723
$19.8M ﹤0.01%
1,100,558
-140,314
1724
$19.8M ﹤0.01%
427,985
-75,669
1725
$19.7M ﹤0.01%
599,749
+87,745