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
3026
$2.89M ﹤0.01%
105,306
+25,484
3027
$2.89M ﹤0.01%
68,885
-1,883
3028
$2.88M ﹤0.01%
120,396
+43,646
3029
$2.88M ﹤0.01%
107,936
+38,527
3030
$2.87M ﹤0.01%
270,054
+52,097
3031
$2.87M ﹤0.01%
365,594
-25,949
3032
$2.87M ﹤0.01%
54,293
+2,491
3033
$2.87M ﹤0.01%
19,891
+80
3034
$2.86M ﹤0.01%
243,045
+117,350
3035
$2.86M ﹤0.01%
105,827
-93,160
3036
$2.85M ﹤0.01%
76,512
+49,498
3037
$2.84M ﹤0.01%
410,814
-73,955
3038
$2.84M ﹤0.01%
24,741
+8,523
3039
$2.84M ﹤0.01%
1,233,790
+369,984
3040
$2.83M ﹤0.01%
104,627
+30,552
3041
$2.83M ﹤0.01%
11,573
+525
3042
$2.83M ﹤0.01%
85,999
+81,553
3043
$2.83M ﹤0.01%
856,607
-618,415
3044
$2.83M ﹤0.01%
782,857
-65,076
3045
$2.82M ﹤0.01%
42,075
-11,042
3046
$2.8M ﹤0.01%
52,409
+49,346
3047
$2.8M ﹤0.01%
26,434
+15,991
3048
$2.8M ﹤0.01%
405,667
+173,710
3049
$2.78M ﹤0.01%
51,620
-7,680
3050
$2.78M ﹤0.01%
121,063
-9,291