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
2951
$3.22M ﹤0.01%
79,342
-511,298
2952
$3.22M ﹤0.01%
63,231
+39,415
2953
$3.22M ﹤0.01%
545,967
+130,635
2954
$3.21M ﹤0.01%
227,343
+88,572
2955
$3.21M ﹤0.01%
201,634
+132,063
2956
$3.21M ﹤0.01%
5,218
-12,452
2957
$3.21M ﹤0.01%
162,645
+98,962
2958
$3.21M ﹤0.01%
241,020
+204,326
2959
$3.2M ﹤0.01%
284,698
-3,521
2960
$3.2M ﹤0.01%
272,778
+96,177
2961
$3.2M ﹤0.01%
51,358
-41,147
2962
$3.19M ﹤0.01%
143,507
+14,818
2963
$3.19M ﹤0.01%
190,385
+54,482
2964
$3.19M ﹤0.01%
365,921
-43,320
2965
$3.19M ﹤0.01%
66,526
+8,088
2966
$3.18M ﹤0.01%
583,545
+141,213
2967
$3.17M ﹤0.01%
80,921
+28
2968
$3.17M ﹤0.01%
259,278
-40,890
2969
$3.16M ﹤0.01%
250,643
+232,938
2970
$3.15M ﹤0.01%
413,364
-78,802
2971
$3.15M ﹤0.01%
401,093
-17,350
2972
$3.15M ﹤0.01%
108,229
+105
2973
$3.15M ﹤0.01%
371,518
-7,149
2974
$3.15M ﹤0.01%
339,337
+120,518
2975
$3.14M ﹤0.01%
105,849
+22,989