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
2626
$5.15M ﹤0.01%
323,955
+70,780
2627
$5.15M ﹤0.01%
246,838
+39,372
2628
$5.14M ﹤0.01%
59,761
+53,340
2629
$5.14M ﹤0.01%
130,546
+65,823
2630
$5.13M ﹤0.01%
80,957
+27,726
2631
$5.13M ﹤0.01%
1,269,095
+880,966
2632
$5.12M ﹤0.01%
359,266
+158,902
2633
$5.12M ﹤0.01%
310,568
-238,432
2634
$5.09M ﹤0.01%
139,081
+49,674
2635
$5.08M ﹤0.01%
63,875
+17,412
2636
$5.07M ﹤0.01%
290,351
+205,972
2637
$5.07M ﹤0.01%
121,109
+43,731
2638
$5.06M ﹤0.01%
657,775
+166,125
2639
$5.06M ﹤0.01%
177,877
+78,254
2640
$5.06M ﹤0.01%
49,548
+15,026
2641
$5.06M ﹤0.01%
268,377
+16,601
2642
$5.06M ﹤0.01%
102,207
+45,347
2643
$5.05M ﹤0.01%
116,283
+35,821
2644
$5.04M ﹤0.01%
108,357
+37,893
2645
$5.03M ﹤0.01%
265,837
+203,795
2646
$5.01M ﹤0.01%
126,743
+44,666
2647
$4.98M ﹤0.01%
1,866,809
+372,112
2648
$4.98M ﹤0.01%
145,031
+6,819
2649
$4.98M ﹤0.01%
420,923
+162,781
2650
$4.97M ﹤0.01%
139,742
+61,028