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
3101
$2.55M ﹤0.01%
48,167
+17,368
3102
$2.55M ﹤0.01%
53,036
-10,390
3103
$2.54M ﹤0.01%
38,752
+4,873
3104
$2.53M ﹤0.01%
87,809
+25,267
3105
$2.53M ﹤0.01%
194,503
-312,369
3106
$2.52M ﹤0.01%
1,071,533
-213,175
3107
$2.51M ﹤0.01%
227,635
+94,129
3108
$2.51M ﹤0.01%
100,110
-4,525
3109
$2.51M ﹤0.01%
21,573
-9,687
3110
$2.51M ﹤0.01%
+248,906
3111
$2.5M ﹤0.01%
78,276
+35,118
3112
$2.5M ﹤0.01%
74,889
-8,193
3113
$2.5M ﹤0.01%
163,387
+82,464
3114
$2.5M ﹤0.01%
176,652
+3,626
3115
$2.49M ﹤0.01%
139,581
-23,068
3116
$2.48M ﹤0.01%
+100,409
3117
$2.48M ﹤0.01%
81,000
+30,084
3118
$2.47M ﹤0.01%
37,583
-12,651
3119
$2.46M ﹤0.01%
349,346
+308,108
3120
$2.45M ﹤0.01%
50,000
3121
$2.45M ﹤0.01%
29,581
+10,067
3122
$2.44M ﹤0.01%
+44,269
3123
$2.43M ﹤0.01%
1,143,179
+32,915
3124
$2.43M ﹤0.01%
159,621
+76,702
3125
$2.42M ﹤0.01%
125,479
+2,777