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
201
$1.19B 0.09%
22,617,765
-11,792,402
202
$1.18B 0.09%
8,922,823
+1,837,468
203
$1.17B 0.09%
6,580,546
+837,887
204
$1.16B 0.09%
111,612,504
-15,265,635
205
$1.14B 0.09%
52,216,926
-8,639,142
206
$1.14B 0.09%
20,256,020
+2,805,860
207
$1.14B 0.09%
6,068,913
-396,982
208
$1.14B 0.08%
5,075,244
+734,205
209
$1.13B 0.08%
49,365,745
+38,232,721
210
$1.12B 0.08%
37,579,708
+18,467,267
211
$1.1B 0.08%
12,994,223
-989,975
212
$1.1B 0.08%
14,851,827
+6,385,779
213
$1.1B 0.08%
48,203,890
+14,606,619
214
$1.1B 0.08%
3,019,087
+206,233
215
$1.08B 0.08%
19,999,164
-5,982,883
216
$1.08B 0.08%
10,105,962
+407,750
217
$1.07B 0.08%
13,122,970
-6,818,831
218
$1.07B 0.08%
4,659,361
-1,523,715
219
$1.06B 0.08%
4,432,760
-18,015
220
$1.06B 0.08%
6,701,425
+2,069,396
221
$1.06B 0.08%
3,652,467
+174,568
222
$1.05B 0.08%
21,226,142
+2,312,291
223
$1.04B 0.08%
12,332,502
-293,622
224
$1.04B 0.08%
4,284,400
+1,806,042
225
$1.03B 0.08%
9,701,787
+1,719,082