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
2876
$3.59M ﹤0.01%
730,340
+505,660
2877
$3.59M ﹤0.01%
170,574
+23,325
2878
$3.59M ﹤0.01%
160,088
+136,827
2879
$3.58M ﹤0.01%
294,408
-223,781
2880
$3.58M ﹤0.01%
413,448
+26,487
2881
$3.57M ﹤0.01%
464,272
-50,898
2882
$3.57M ﹤0.01%
710,014
+505,569
2883
$3.57M ﹤0.01%
474,376
-102,753
2884
$3.56M ﹤0.01%
107,008
+43,880
2885
$3.55M ﹤0.01%
293,491
+71,016
2886
$3.55M ﹤0.01%
41,483
+36,289
2887
$3.55M ﹤0.01%
1,001,797
+854,929
2888
$3.55M ﹤0.01%
99,813
+50,491
2889
$3.54M ﹤0.01%
116,240
-272,453
2890
$3.54M ﹤0.01%
164,783
+12,638
2891
$3.54M ﹤0.01%
252,039
+150,635
2892
$3.54M ﹤0.01%
1,043,441
+651,481
2893
$3.52M ﹤0.01%
62,100
-562,602
2894
$3.52M ﹤0.01%
165,909
+135,570
2895
$3.52M ﹤0.01%
86,150
-24,275
2896
$3.52M ﹤0.01%
51,398
-5,837
2897
$3.51M ﹤0.01%
84,699
+70,810
2898
$3.51M ﹤0.01%
+138,636
2899
$3.5M ﹤0.01%
84,528
+38,576
2900
$3.5M ﹤0.01%
706,080
+204,926