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
1826
$16.7M ﹤0.01%
264,430
+89,100
1827
$16.7M ﹤0.01%
140,131
-7,205
1828
$16.7M ﹤0.01%
470,161
+111,301
1829
$16.7M ﹤0.01%
200,706
+4,917
1830
$16.6M ﹤0.01%
482,112
+144,336
1831
$16.6M ﹤0.01%
350,933
+258,748
1832
$16.6M ﹤0.01%
801,335
+118,583
1833
$16.5M ﹤0.01%
322,006
+13,094
1834
$16.5M ﹤0.01%
493,365
+100,654
1835
$16.5M ﹤0.01%
345,411
+4,618
1836
$16.5M ﹤0.01%
835,055
-100,684
1837
$16.5M ﹤0.01%
82,471
-9,282
1838
$16.4M ﹤0.01%
155,437
-98,229
1839
$16.4M ﹤0.01%
2,579,211
-257,754
1840
$16.4M ﹤0.01%
775,344
+527,563
1841
$16.3M ﹤0.01%
189,196
+3,089
1842
$16.3M ﹤0.01%
289,271
-3,319
1843
$16.3M ﹤0.01%
384,574
+24,117
1844
$16.3M ﹤0.01%
1,780,288
+245,518
1845
$16.3M ﹤0.01%
588,262
+16,304
1846
$16.3M ﹤0.01%
511,741
+126,587
1847
$16.2M ﹤0.01%
276,884
+14,411
1848
$16.1M ﹤0.01%
906,149
+15,496
1849
$16.1M ﹤0.01%
429,621
-102,763
1850
$16.1M ﹤0.01%
397,691
+38,020