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
2926
$3.39M ﹤0.01%
258,010
+46,094
2927
$3.39M ﹤0.01%
35,645
+1,251
2928
$3.38M ﹤0.01%
926,730
-603,343
2929
$3.38M ﹤0.01%
78,754
-545
2930
$3.38M ﹤0.01%
213,431
+182,314
2931
$3.38M ﹤0.01%
44,700
+23,306
2932
$3.37M ﹤0.01%
86,974
+31,308
2933
$3.34M ﹤0.01%
152,199
+129,722
2934
$3.33M ﹤0.01%
182,995
+12,657
2935
$3.32M ﹤0.01%
226,328
+163,979
2936
$3.32M ﹤0.01%
199,524
+41,999
2937
$3.32M ﹤0.01%
124,435
-34,071
2938
$3.32M ﹤0.01%
104,468
+47,264
2939
$3.32M ﹤0.01%
43,867
+2,003
2940
$3.32M ﹤0.01%
179,422
+17,771
2941
$3.31M ﹤0.01%
169,970
-5,323
2942
$3.29M ﹤0.01%
51,976
-14,440
2943
$3.27M ﹤0.01%
74,597
-115,926
2944
$3.25M ﹤0.01%
37,372
-11,796
2945
$3.25M ﹤0.01%
137,073
+35,502
2946
$3.24M ﹤0.01%
113,220
-49,854
2947
$3.24M ﹤0.01%
307,225
+223,175
2948
$3.24M ﹤0.01%
288,375
+161,222
2949
$3.23M ﹤0.01%
521,826
-76,202
2950
$3.23M ﹤0.01%
106,707
+56,661