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
1751
$19M ﹤0.01%
435,357
-11,098
1752
$19M ﹤0.01%
1,069,390
-32,244
1753
$19M ﹤0.01%
293,900
+75,061
1754
$18.9M ﹤0.01%
202,039
-74,276
1755
$18.9M ﹤0.01%
725,097
+100,716
1756
$18.8M ﹤0.01%
198,312
+155,411
1757
$18.8M ﹤0.01%
251,258
-7,388
1758
$18.7M ﹤0.01%
168,013
-2,288
1759
$18.7M ﹤0.01%
225,345
-21,767
1760
$18.7M ﹤0.01%
680,337
+439,346
1761
$18.7M ﹤0.01%
233,598
+164,024
1762
$18.7M ﹤0.01%
2,671,573
+724,557
1763
$18.7M ﹤0.01%
884,692
+71,517
1764
$18.6M ﹤0.01%
176,561
+48,396
1765
$18.6M ﹤0.01%
253,969
+47,171
1766
$18.6M ﹤0.01%
306,917
+118,569
1767
$18.6M ﹤0.01%
416,933
-21,922
1768
$18.5M ﹤0.01%
980,654
+184,799
1769
$18.5M ﹤0.01%
860,064
+188,130
1770
$18.5M ﹤0.01%
533,265
+81,148
1771
$18.4M ﹤0.01%
172,480
+40,476
1772
$18.4M ﹤0.01%
402,584
-30,800
1773
$18.4M ﹤0.01%
1,967,480
-670,094
1774
$18.4M ﹤0.01%
149,616
+57,179
1775
$18.3M ﹤0.01%
631,852
+10,195