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
1926
$14.5M ﹤0.01%
415,919
-152,987
1927
$14.5M ﹤0.01%
222,891
-294,689
1928
$14.5M ﹤0.01%
293,909
-233,869
1929
$14.5M ﹤0.01%
1,795,967
+638,393
1930
$14.5M ﹤0.01%
414,473
+179,521
1931
$14.4M ﹤0.01%
298,021
+10,612
1932
$14.4M ﹤0.01%
421,602
+59,642
1933
$14.4M ﹤0.01%
707,530
-1,314,525
1934
$14.4M ﹤0.01%
126,334
+63,236
1935
$14.3M ﹤0.01%
223,582
+82,064
1936
$14.3M ﹤0.01%
94,381
-46,924
1937
$14.3M ﹤0.01%
229,303
+14,483
1938
$14.3M ﹤0.01%
200,726
+100,788
1939
$14.3M ﹤0.01%
519,721
-157,414
1940
$14.3M ﹤0.01%
170,237
-82,274
1941
$14.3M ﹤0.01%
331,546
+141,716
1942
$14.3M ﹤0.01%
1,649,007
+957,559
1943
$14.3M ﹤0.01%
234,545
-102,525
1944
$14.2M ﹤0.01%
756,176
+20,202
1945
$14.2M ﹤0.01%
232,976
+63,292
1946
$14.2M ﹤0.01%
975,027
+101,779
1947
$14.2M ﹤0.01%
194,764
+136,291
1948
$14.1M ﹤0.01%
392,586
+195,003
1949
$14.1M ﹤0.01%
72,802
+584
1950
$14.1M ﹤0.01%
389,186
-161,710