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
2551
$5.75M ﹤0.01%
235,496
+6,862
2552
$5.75M ﹤0.01%
627,030
-269,076
2553
$5.74M ﹤0.01%
150,183
+115,528
2554
$5.73M ﹤0.01%
+219,086
2555
$5.73M ﹤0.01%
823,552
+80,107
2556
$5.72M ﹤0.01%
127,004
-43,176
2557
$5.72M ﹤0.01%
58,784
-366,083
2558
$5.72M ﹤0.01%
213,784
+67,608
2559
$5.71M ﹤0.01%
448,742
+386,195
2560
$5.71M ﹤0.01%
70,119
+1,981
2561
$5.7M ﹤0.01%
153,571
+79,651
2562
$5.7M ﹤0.01%
142,989
+24,098
2563
$5.69M ﹤0.01%
286,817
+16,972
2564
$5.69M ﹤0.01%
78,322
-27,155
2565
$5.68M ﹤0.01%
195,915
+155,027
2566
$5.68M ﹤0.01%
133,050
+80,126
2567
$5.64M ﹤0.01%
183,109
+102,916
2568
$5.62M ﹤0.01%
128,941
+40,710
2569
$5.61M ﹤0.01%
474,829
+177,315
2570
$5.61M ﹤0.01%
185,288
-5,582
2571
$5.6M ﹤0.01%
375,008
-258,322
2572
$5.57M ﹤0.01%
233,751
-202,171
2573
$5.57M ﹤0.01%
406,094
+140,682
2574
$5.57M ﹤0.01%
100,000
2575
$5.57M ﹤0.01%
129,725
-606,949