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
2776
$4.14M ﹤0.01%
154,213
-23,665
2777
$4.14M ﹤0.01%
175,151
+61,636
2778
$4.13M ﹤0.01%
44,616
+2,875
2779
$4.13M ﹤0.01%
93,076
-581,719
2780
$4.11M ﹤0.01%
51,291
+21,430
2781
$4.11M ﹤0.01%
788,081
-112,008
2782
$4.1M ﹤0.01%
139,102
+35,571
2783
$4.1M ﹤0.01%
236,850
+827
2784
$4.1M ﹤0.01%
147,154
+99,789
2785
$4.1M ﹤0.01%
16,135
+15,290
2786
$4.1M ﹤0.01%
128,830
+43,689
2787
$4.09M ﹤0.01%
1,074,245
-687,002
2788
$4.09M ﹤0.01%
46,943
-26,735
2789
$4.08M ﹤0.01%
+181,777
2790
$4.08M ﹤0.01%
2,548,687
-491,110
2791
$4.08M ﹤0.01%
25,833
-46,437
2792
$4.07M ﹤0.01%
85,235
-5,560
2793
$4.07M ﹤0.01%
36,131
+813
2794
$4.07M ﹤0.01%
87,734
-19,209
2795
$4.06M ﹤0.01%
28,061
-807
2796
$4.05M ﹤0.01%
220,964
+118,478
2797
$4.05M ﹤0.01%
166,648
-48,102
2798
$4.05M ﹤0.01%
37,761
-18,690
2799
$4.03M ﹤0.01%
291,107
-9,120
2800
$4.02M ﹤0.01%
64,526
+31,327