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
1976
$13.5M ﹤0.01%
173,381
+18,658
1977
$13.5M ﹤0.01%
1,696,729
+116,050
1978
$13.5M ﹤0.01%
166,499
+21,516
1979
$13.5M ﹤0.01%
556,078
+19,694
1980
$13.4M ﹤0.01%
272,633
+73,037
1981
$13.4M ﹤0.01%
230,264
+26,286
1982
$13.4M ﹤0.01%
299,634
+117,047
1983
$13.4M ﹤0.01%
1,918,258
+370,006
1984
$13.3M ﹤0.01%
186,744
+87,356
1985
$13.3M ﹤0.01%
1,807,017
+720,690
1986
$13.2M ﹤0.01%
189,568
+10,645
1987
$13.2M ﹤0.01%
2,678,713
+160,884
1988
$13.2M ﹤0.01%
767,265
+561,310
1989
$13.1M ﹤0.01%
411,549
-3,473,181
1990
$13.1M ﹤0.01%
238,461
-44,799
1991
$13.1M ﹤0.01%
2,021,849
+1,215,849
1992
$13.1M ﹤0.01%
612,503
+249,009
1993
$13.1M ﹤0.01%
114,518
+1,712
1994
$13.1M ﹤0.01%
259,902
+6,832
1995
$13.1M ﹤0.01%
129,585
+42,948
1996
$13.1M ﹤0.01%
450,144
-16,941
1997
$13.1M ﹤0.01%
713,360
+272,236
1998
$13.1M ﹤0.01%
751,668
+364,699
1999
$13M ﹤0.01%
569,028
+297,424
2000
$13M ﹤0.01%
+730,571