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
2476
$6.47M ﹤0.01%
934,647
-929,391
2477
$6.47M ﹤0.01%
99,372
+93,498
2478
$6.46M ﹤0.01%
82,527
+47,818
2479
$6.44M ﹤0.01%
194,627
+132,844
2480
$6.41M ﹤0.01%
104,368
+7,864
2481
$6.4M ﹤0.01%
123,704
-14,115
2482
$6.4M ﹤0.01%
160,176
+92,345
2483
$6.38M ﹤0.01%
488,497
+111,667
2484
$6.38M ﹤0.01%
121,801
-246,952
2485
$6.37M ﹤0.01%
471,636
+22,849
2486
$6.37M ﹤0.01%
349,679
-33,165
2487
$6.36M ﹤0.01%
692,368
-3,320,470
2488
$6.35M ﹤0.01%
420,286
+45,771
2489
$6.34M ﹤0.01%
55,523
+342
2490
$6.33M ﹤0.01%
779,095
+439,436
2491
$6.33M ﹤0.01%
262,817
+6,099
2492
$6.33M ﹤0.01%
74,868
-2,495
2493
$6.32M ﹤0.01%
119,197
+23,964
2494
$6.32M ﹤0.01%
2,537,922
+1,474,560
2495
$6.32M ﹤0.01%
775,871
-108,996
2496
$6.3M ﹤0.01%
322,060
-621,420
2497
$6.29M ﹤0.01%
777,329
+22,593
2498
$6.29M ﹤0.01%
2,311,003
-4,348,626
2499
$6.28M ﹤0.01%
124,562
-3,046
2500
$6.27M ﹤0.01%
551,314
+43,819