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
1851
$16.1M ﹤0.01%
1,622,785
+1,248,571
1852
$16M ﹤0.01%
2,038,833
-3,474,918
1853
$16M ﹤0.01%
256,826
+56,398
1854
$16M ﹤0.01%
1,726,720
-621,961
1855
$15.9M ﹤0.01%
385,142
+357,381
1856
$15.9M ﹤0.01%
455,002
-20,012
1857
$15.9M ﹤0.01%
1,141,505
-155,406
1858
$15.9M ﹤0.01%
2,068,796
+1,601,477
1859
$15.9M ﹤0.01%
303,665
-206,694
1860
$15.8M ﹤0.01%
168,990
-669,470
1861
$15.8M ﹤0.01%
671,402
+189,115
1862
$15.8M ﹤0.01%
331,862
+175,737
1863
$15.8M ﹤0.01%
207,033
+91,146
1864
$15.7M ﹤0.01%
77,956
-53,787
1865
$15.7M ﹤0.01%
927,453
+295,011
1866
$15.7M ﹤0.01%
239,333
-133,599
1867
$15.7M ﹤0.01%
605,877
+26,592
1868
$15.6M ﹤0.01%
181,067
-102,892
1869
$15.6M ﹤0.01%
234,643
-109,605
1870
$15.6M ﹤0.01%
880,018
+297,044
1871
$15.6M ﹤0.01%
306,136
-22,071
1872
$15.6M ﹤0.01%
1,519,100
+666,226
1873
$15.6M ﹤0.01%
447,690
+59,339
1874
$15.5M ﹤0.01%
147,357
+7,620
1875
$15.5M ﹤0.01%
6,444,193
+4,541,359