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
1726
$19.7M ﹤0.01%
394,150
+314,629
1727
$19.7M ﹤0.01%
129,971
+1,394
1728
$19.7M ﹤0.01%
834,719
-1,426
1729
$19.7M ﹤0.01%
1,236,697
+943,487
1730
$19.7M ﹤0.01%
+785,589
1731
$19.7M ﹤0.01%
176,631
+62,292
1732
$19.6M ﹤0.01%
742,342
+160,162
1733
$19.6M ﹤0.01%
392,437
+146,280
1734
$19.5M ﹤0.01%
304,148
-34,492
1735
$19.5M ﹤0.01%
807,550
-16,458
1736
$19.5M ﹤0.01%
43,590
+7,703
1737
$19.4M ﹤0.01%
374,793
+229,940
1738
$19.4M ﹤0.01%
1,051,078
+388,899
1739
$19.4M ﹤0.01%
410,741
-56,414
1740
$19.4M ﹤0.01%
712,727
+81,355
1741
$19.3M ﹤0.01%
520,533
+35,964
1742
$19.3M ﹤0.01%
840,502
-57,620
1743
$19.2M ﹤0.01%
2,046,410
-266,625
1744
$19.2M ﹤0.01%
144,039
+67,116
1745
$19.2M ﹤0.01%
1,768,294
-2,839,714
1746
$19.1M ﹤0.01%
248,955
-238,137
1747
$19.1M ﹤0.01%
144,715
+16,420
1748
$19M ﹤0.01%
611,264
+53,743
1749
$19M ﹤0.01%
566,400
-103,514
1750
$19M ﹤0.01%
590,630
+250,383