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
3076
$2.65M ﹤0.01%
1,043,171
+547,576
3077
$2.64M ﹤0.01%
839,677
+75,802
3078
$2.63M ﹤0.01%
338,315
+33,078
3079
$2.62M ﹤0.01%
28,101
-5,505
3080
$2.62M ﹤0.01%
96,076
+32,466
3081
$2.61M ﹤0.01%
27,389
+3,470
3082
$2.61M ﹤0.01%
759,881
-271,660
3083
$2.6M ﹤0.01%
859,710
+370,511
3084
$2.6M ﹤0.01%
197,251
+148,039
3085
$2.59M ﹤0.01%
89,616
+23,758
3086
$2.59M ﹤0.01%
125,416
+96,544
3087
$2.59M ﹤0.01%
272,845
+149,105
3088
$2.58M ﹤0.01%
1,029,482
+299,264
3089
$2.58M ﹤0.01%
15,537
-408
3090
$2.58M ﹤0.01%
94,497
+5,802
3091
$2.58M ﹤0.01%
161,056
+116,758
3092
$2.58M ﹤0.01%
60,668
+38,954
3093
$2.57M ﹤0.01%
144,274
-55,917
3094
$2.57M ﹤0.01%
61,707
+6,788
3095
$2.57M ﹤0.01%
216,837
+95,659
3096
$2.56M ﹤0.01%
713,930
+140,196
3097
$2.56M ﹤0.01%
200,770
-410,610
3098
$2.56M ﹤0.01%
85,950
+46,611
3099
$2.56M ﹤0.01%
46,483
+17,257
3100
$2.55M ﹤0.01%
36,567
+19,932