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
2526
$6.1M ﹤0.01%
514,214
+191,546
2527
$6.1M ﹤0.01%
127,610
+44,364
2528
$6.07M ﹤0.01%
45,875
-673,393
2529
$6.07M ﹤0.01%
306,038
+166,536
2530
$6.07M ﹤0.01%
183,385
+24,593
2531
$6.05M ﹤0.01%
147,376
2532
$6.05M ﹤0.01%
+215,281
2533
$6.04M ﹤0.01%
46,353
+1,249
2534
$6.04M ﹤0.01%
1,527,979
+1,467,538
2535
$6.01M ﹤0.01%
706,792
+424,317
2536
$5.98M ﹤0.01%
301,767
-837,450
2537
$5.97M ﹤0.01%
125,471
+64,842
2538
$5.97M ﹤0.01%
223,548
+22,108
2539
$5.89M ﹤0.01%
486,609
+237,260
2540
$5.89M ﹤0.01%
118,452
+7,680
2541
$5.88M ﹤0.01%
93,781
+41,093
2542
$5.83M ﹤0.01%
304,334
-96,017
2543
$5.83M ﹤0.01%
425,244
-140,886
2544
$5.81M ﹤0.01%
452,504
+112,938
2545
$5.81M ﹤0.01%
+231,252
2546
$5.81M ﹤0.01%
177,352
+33,324
2547
$5.81M ﹤0.01%
625,351
+473,063
2548
$5.8M ﹤0.01%
2,338,864
-4,141
2549
$5.76M ﹤0.01%
260,936
-33,480
2550
$5.75M ﹤0.01%
198,106
+7,538