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
2676
$4.78M ﹤0.01%
490,747
+385,273
2677
$4.77M ﹤0.01%
457,643
-119,573
2678
$4.76M ﹤0.01%
22,199
+834
2679
$4.76M ﹤0.01%
853,252
+514,645
2680
$4.76M ﹤0.01%
1,074,506
+767,641
2681
$4.75M ﹤0.01%
+95,000
2682
$4.75M ﹤0.01%
97,600
-27,557
2683
$4.75M ﹤0.01%
154,492
+55,608
2684
$4.74M ﹤0.01%
356,405
+209,744
2685
$4.73M ﹤0.01%
40,858
-4,789
2686
$4.72M ﹤0.01%
204,628
+112,111
2687
$4.72M ﹤0.01%
206,916
+140,604
2688
$4.71M ﹤0.01%
123,089
+46,865
2689
$4.71M ﹤0.01%
163,595
+7,890
2690
$4.69M ﹤0.01%
403,643
-38,722
2691
$4.69M ﹤0.01%
989,402
+852,519
2692
$4.69M ﹤0.01%
108,918
+3,395
2693
$4.68M ﹤0.01%
207,230
+76,957
2694
$4.68M ﹤0.01%
64,670
+33
2695
$4.67M ﹤0.01%
249,235
-30,838
2696
$4.66M ﹤0.01%
28,129
-13,791
2697
$4.66M ﹤0.01%
117,612
+94,462
2698
$4.65M ﹤0.01%
144,081
+84,154
2699
$4.65M ﹤0.01%
328,304
+97,521
2700
$4.65M ﹤0.01%
158,658
+90,173