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
2801
$4.02M ﹤0.01%
271,874
+49,697
2802
$4.02M ﹤0.01%
592,087
-122,007
2803
$4.01M ﹤0.01%
236,368
-20,348
2804
$4.01M ﹤0.01%
392,863
-640,550
2805
$4.01M ﹤0.01%
552,459
+34,165
2806
$4.01M ﹤0.01%
1,322,827
+952,393
2807
$4M ﹤0.01%
152,422
+149,651
2808
$4M ﹤0.01%
188,966
-470
2809
$3.98M ﹤0.01%
135,326
+77,673
2810
$3.97M ﹤0.01%
270,114
-4,779
2811
$3.97M ﹤0.01%
2,495,922
+2,062,563
2812
$3.97M ﹤0.01%
39,353
+29,310
2813
$3.96M ﹤0.01%
225,896
+127
2814
$3.95M ﹤0.01%
217,042
-741,991
2815
$3.95M ﹤0.01%
659,206
-228,627
2816
$3.95M ﹤0.01%
1,298,822
+1,164,641
2817
$3.93M ﹤0.01%
587,001
-109,225
2818
$3.93M ﹤0.01%
280,453
+102,660
2819
$3.93M ﹤0.01%
268,844
+205,760
2820
$3.92M ﹤0.01%
1,608,343
+1,090,768
2821
$3.91M ﹤0.01%
418,971
+143,065
2822
$3.91M ﹤0.01%
82,421
+16,920
2823
$3.9M ﹤0.01%
222,668
-1,860
2824
$3.89M ﹤0.01%
224,937
-20,946
2825
$3.89M ﹤0.01%
389,018
+92,736