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
2701
$4.64M ﹤0.01%
191,288
-8,612
2702
$4.61M ﹤0.01%
100,000
2703
$4.6M ﹤0.01%
160,796
+62,893
2704
$4.59M ﹤0.01%
554,525
+8,280
2705
$4.59M ﹤0.01%
141,582
+75,022
2706
$4.59M ﹤0.01%
786,569
+664,922
2707
$4.58M ﹤0.01%
72,975
-189,172
2708
$4.57M ﹤0.01%
2,643,755
-357,642
2709
$4.57M ﹤0.01%
820,069
+504,086
2710
$4.57M ﹤0.01%
183,675
+27,874
2711
$4.57M ﹤0.01%
389,603
+131,305
2712
$4.56M ﹤0.01%
716,693
+201,472
2713
$4.56M ﹤0.01%
417,030
-321,589
2714
$4.55M ﹤0.01%
104,158
+2,023
2715
$4.55M ﹤0.01%
643,062
+118,957
2716
$4.55M ﹤0.01%
+521,630
2717
$4.55M ﹤0.01%
80,924
-578,501
2718
$4.54M ﹤0.01%
222,983
-12,403
2719
$4.54M ﹤0.01%
116,105
-23,785
2720
$4.53M ﹤0.01%
199,691
+113,061
2721
$4.52M ﹤0.01%
244,484
-405,637
2722
$4.5M ﹤0.01%
477,552
-162,417
2723
$4.5M ﹤0.01%
135,115
+62,129
2724
$4.47M ﹤0.01%
216,566
+195,333
2725
$4.47M ﹤0.01%
34,213
+25,350