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
2726
$4.47M ﹤0.01%
184,795
-185,225
2727
$4.47M ﹤0.01%
247,482
+47,678
2728
$4.46M ﹤0.01%
88,196
2729
$4.45M ﹤0.01%
399,905
+136,949
2730
$4.44M ﹤0.01%
1,519,721
+1,489,895
2731
$4.44M ﹤0.01%
45,069
+3,792
2732
$4.43M ﹤0.01%
10,256
+2,801
2733
$4.43M ﹤0.01%
954,209
+797,824
2734
$4.39M ﹤0.01%
256,471
+159,278
2735
$4.38M ﹤0.01%
115,536
+42,082
2736
$4.37M ﹤0.01%
234,550
-129,863
2737
$4.37M ﹤0.01%
+66,504
2738
$4.37M ﹤0.01%
1,423,139
+1,353,649
2739
$4.36M ﹤0.01%
1,459,741
+352,111
2740
$4.36M ﹤0.01%
921,811
+46,088
2741
$4.36M ﹤0.01%
94,255
+5,058
2742
$4.35M ﹤0.01%
1,272,525
+647,921
2743
$4.34M ﹤0.01%
309,935
+142,105
2744
$4.33M ﹤0.01%
125,784
+10,603
2745
$4.33M ﹤0.01%
22,904
-17,670
2746
$4.32M ﹤0.01%
214,845
-4,510
2747
$4.31M ﹤0.01%
66,865
+12,213
2748
$4.3M ﹤0.01%
147,255
-38,957
2749
$4.26M ﹤0.01%
296,902
-58,586
2750
$4.26M ﹤0.01%
811,629
+293,506