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
2976
$3.14M ﹤0.01%
110,289
+5,705
2977
$3.14M ﹤0.01%
65,240
+12,026
2978
$3.14M ﹤0.01%
299,130
+45,390
2979
$3.14M ﹤0.01%
699,755
+271,092
2980
$3.12M ﹤0.01%
303,332
+95,310
2981
$3.11M ﹤0.01%
47,541
-1,006,078
2982
$3.11M ﹤0.01%
263,381
+168,188
2983
$3.1M ﹤0.01%
1,642,570
-1,086,253
2984
$3.1M ﹤0.01%
120,320
+108,092
2985
$3.1M ﹤0.01%
40,484
-6
2986
$3.1M ﹤0.01%
65,013
-43,196
2987
$3.1M ﹤0.01%
284,348
+87,526
2988
$3.09M ﹤0.01%
93,101
+3,397
2989
$3.09M ﹤0.01%
23,092
-6,380
2990
$3.08M ﹤0.01%
717,099
-643,904
2991
$3.07M ﹤0.01%
446,719
+82,904
2992
$3.07M ﹤0.01%
207,980
+31,343
2993
$3.05M ﹤0.01%
+149,280
2994
$3.05M ﹤0.01%
987,220
+460,248
2995
$3.04M ﹤0.01%
73,000
+41,867
2996
$3.04M ﹤0.01%
33,548
+29,980
2997
$3.04M ﹤0.01%
217,773
+34,354
2998
$3.04M ﹤0.01%
312,768
+177,987
2999
$3.04M ﹤0.01%
180,492
+154,254
3000
$3.03M ﹤0.01%
80,000
-57,000