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
1951
$14.1M ﹤0.01%
325,212
+91,129
1952
$14M ﹤0.01%
155,526
+14,565
1953
$14M ﹤0.01%
308,704
+147,043
1954
$14M ﹤0.01%
189,345
+91,516
1955
$14M ﹤0.01%
525,315
-139,082
1956
$14M ﹤0.01%
877,902
+737,192
1957
$14M ﹤0.01%
1,238,952
-19,890
1958
$13.8M ﹤0.01%
802,540
+394,111
1959
$13.8M ﹤0.01%
377,665
+23,971
1960
$13.8M ﹤0.01%
243,236
+85,378
1961
$13.8M ﹤0.01%
269,543
-16,413
1962
$13.8M ﹤0.01%
132,689
+82,747
1963
$13.7M ﹤0.01%
146,008
+86,423
1964
$13.7M ﹤0.01%
575,286
+303,224
1965
$13.7M ﹤0.01%
381,653
-13,013
1966
$13.7M ﹤0.01%
319,794
+35,883
1967
$13.7M ﹤0.01%
875,304
+189,996
1968
$13.7M ﹤0.01%
109,303
-882
1969
$13.6M ﹤0.01%
708,429
+63,196
1970
$13.6M ﹤0.01%
147,489
+46,430
1971
$13.6M ﹤0.01%
109,934
-588,903
1972
$13.6M ﹤0.01%
509,092
-17,784
1973
$13.5M ﹤0.01%
262,947
+196,172
1974
$13.5M ﹤0.01%
408,812
-1,150,665
1975
$13.5M ﹤0.01%
407,673
-30,325