JP Morgan Chase

JP Morgan Chase 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
2226
$9.26M ﹤0.01%
110,773
+20,157
2227
$9.25M ﹤0.01%
134,495
+76,562
2228
$9.25M ﹤0.01%
197,641
-20,157
2229
$9.25M ﹤0.01%
880,489
+538,385
2230
$9.24M ﹤0.01%
180,845
+32,123
2231
$9.2M ﹤0.01%
90,073
-2,071
2232
$9.19M ﹤0.01%
310,558
-5,344
2233
$9.19M ﹤0.01%
388,987
-693,448
2234
$9.18M ﹤0.01%
124,251
+69,410
2235
$9.18M ﹤0.01%
976,512
-283,497
2236
$9.15M ﹤0.01%
158,577
-3,957
2237
$9.13M ﹤0.01%
1,650,819
-4,587,158
2238
$9.12M ﹤0.01%
202,911
+50,346
2239
$9.11M ﹤0.01%
345,748
+81,075
2240
$9.09M ﹤0.01%
768,489
-54,093
2241
$9.09M ﹤0.01%
84,464
+381
2242
$9.09M ﹤0.01%
364,604
+214,069
2243
$9.04M ﹤0.01%
833,620
+213,977
2244
$9.03M ﹤0.01%
228,301
-109,579
2245
$9.02M ﹤0.01%
172,988
-1,183
2246
$9.02M ﹤0.01%
101,858
+317
2247
$9.02M ﹤0.01%
681,425
+434,481
2248
$9.01M ﹤0.01%
2,263,513
+1,081,464
2249
$8.99M ﹤0.01%
446,623
+51,334
2250
$8.99M ﹤0.01%
341,267
+84