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
2051
$12M ﹤0.01%
339,662
+216,706
2052
$12M ﹤0.01%
439,109
+261,172
2053
$12M ﹤0.01%
334,354
+71,001
2054
$11.9M ﹤0.01%
1,461,295
-682,496
2055
$11.9M ﹤0.01%
235,470
+168,220
2056
$11.9M ﹤0.01%
312,983
-6,294
2057
$11.9M ﹤0.01%
897,317
+269,638
2058
$11.8M ﹤0.01%
133,675
+4,303
2059
$11.8M ﹤0.01%
45,584
-1,059
2060
$11.8M ﹤0.01%
306,286
+5,109
2061
$11.8M ﹤0.01%
331,740
+10,626
2062
$11.8M ﹤0.01%
889,104
+171,078
2063
$11.8M ﹤0.01%
5,456,554
-9,592,571
2064
$11.8M ﹤0.01%
684,155
+40,239
2065
$11.8M ﹤0.01%
+273,150
2066
$11.8M ﹤0.01%
55,307
-111,381
2067
$11.7M ﹤0.01%
1,122,380
-916,097
2068
$11.7M ﹤0.01%
458,158
+58,587
2069
$11.7M ﹤0.01%
200,000
2070
$11.7M ﹤0.01%
1,162,304
+936,345
2071
$11.6M ﹤0.01%
59,802
+7,744
2072
$11.6M ﹤0.01%
336,734
+82,927
2073
$11.6M ﹤0.01%
+333,942
2074
$11.6M ﹤0.01%
142,825
+3,868
2075
$11.5M ﹤0.01%
1,406,125
+827,946