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
2826
$3.87M ﹤0.01%
459,635
-135,518
2827
$3.87M ﹤0.01%
61,017
+44,762
2828
$3.86M ﹤0.01%
591,606
-214,492
2829
$3.85M ﹤0.01%
496,878
+96,451
2830
$3.85M ﹤0.01%
297,905
-51,660
2831
$3.84M ﹤0.01%
600,387
+275,967
2832
$3.83M ﹤0.01%
45,894
+32,527
2833
$3.83M ﹤0.01%
58,606
+21,643
2834
$3.83M ﹤0.01%
831,829
+199,913
2835
$3.82M ﹤0.01%
955,932
+945,863
2836
$3.81M ﹤0.01%
73,495
+7,341
2837
$3.81M ﹤0.01%
146,297
+8,108
2838
$3.8M ﹤0.01%
10,504
-1,532
2839
$3.8M ﹤0.01%
132,602
-197,151
2840
$3.8M ﹤0.01%
62,248
-78,112
2841
$3.8M ﹤0.01%
103,554
+16,158
2842
$3.79M ﹤0.01%
152,710
+64,788
2843
$3.78M ﹤0.01%
30,124
-1,500
2844
$3.77M ﹤0.01%
58,931
-21,385
2845
$3.77M ﹤0.01%
236,406
+143,452
2846
$3.75M ﹤0.01%
78,923
+11,067
2847
$3.73M ﹤0.01%
+117,492
2848
$3.72M ﹤0.01%
54,952
+21,144
2849
$3.72M ﹤0.01%
41,932
+8,133
2850
$3.71M ﹤0.01%
486,088
+97,427