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
1901
$14.9M ﹤0.01%
709,432
+387,910
1902
$14.9M ﹤0.01%
74,615
+39,762
1903
$14.9M ﹤0.01%
153,539
+80,890
1904
$14.9M ﹤0.01%
1,125,687
-220,277
1905
$14.9M ﹤0.01%
542,343
+251,580
1906
$14.9M ﹤0.01%
97,482
-7,880
1907
$14.8M ﹤0.01%
350,858
+131,887
1908
$14.8M ﹤0.01%
1,399,717
+1,335,296
1909
$14.8M ﹤0.01%
268,050
-286,785
1910
$14.8M ﹤0.01%
264,585
+182,993
1911
$14.8M ﹤0.01%
1,988,043
-14,468
1912
$14.8M ﹤0.01%
347,847
-17,808
1913
$14.8M ﹤0.01%
533,200
-26,372
1914
$14.7M ﹤0.01%
996,865
+9,781
1915
$14.7M ﹤0.01%
121,435
-2,046
1916
$14.7M ﹤0.01%
1,977,219
+714,984
1917
$14.7M ﹤0.01%
1,015,206
-354,744
1918
$14.7M ﹤0.01%
225,839
+31,889
1919
$14.7M ﹤0.01%
528,207
+40,161
1920
$14.7M ﹤0.01%
524,072
+522,512
1921
$14.6M ﹤0.01%
511,418
+30,861
1922
$14.6M ﹤0.01%
544,699
+244,112
1923
$14.6M ﹤0.01%
360,580
+16,471
1924
$14.6M ﹤0.01%
406,197
+10,142
1925
$14.6M ﹤0.01%
399,334
-14,503