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
2901
$3.5M ﹤0.01%
276,762
+22,690
2902
$3.5M ﹤0.01%
790,129
+59,818
2903
$3.49M ﹤0.01%
255,341
+6,194
2904
$3.49M ﹤0.01%
136,697
+12,745
2905
$3.48M ﹤0.01%
90,239
+43,854
2906
$3.48M ﹤0.01%
30,968
+9,194
2907
$3.48M ﹤0.01%
134,238
+58,525
2908
$3.48M ﹤0.01%
50,222
+16,352
2909
$3.48M ﹤0.01%
39,604
-423
2910
$3.48M ﹤0.01%
72,061
+15,690
2911
$3.48M ﹤0.01%
175,263
-823
2912
$3.47M ﹤0.01%
64,157
-1,544
2913
$3.47M ﹤0.01%
100,586
+22,416
2914
$3.47M ﹤0.01%
84,144
-383,733
2915
$3.46M ﹤0.01%
409,079
-219,582
2916
$3.45M ﹤0.01%
102,357
+31,758
2917
$3.45M ﹤0.01%
226,144
+111,915
2918
$3.44M ﹤0.01%
276,351
-24,553
2919
$3.44M ﹤0.01%
43,830
+4,852
2920
$3.43M ﹤0.01%
213,575
+15,156
2921
$3.42M ﹤0.01%
212,568
+105,959
2922
$3.42M ﹤0.01%
39,687
-27,025
2923
$3.4M ﹤0.01%
101,287
+44,701
2924
$3.4M ﹤0.01%
572,373
+82,972
2925
$3.39M ﹤0.01%
356,973
+245,579