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
3126
$2.42M ﹤0.01%
84,656
+26,917
3127
$2.41M ﹤0.01%
198,214
+169,104
3128
$2.41M ﹤0.01%
26,751
+23,846
3129
$2.41M ﹤0.01%
308,459
+208,992
3130
$2.41M ﹤0.01%
11,477
+2,424
3131
$2.4M ﹤0.01%
57,127
+11,294
3132
$2.4M ﹤0.01%
121,155
+90,314
3133
$2.39M ﹤0.01%
626,945
-103,245
3134
$2.39M ﹤0.01%
116,020
+115,953
3135
$2.39M ﹤0.01%
113,674
-157,295
3136
$2.39M ﹤0.01%
22,434
+961
3137
$2.38M ﹤0.01%
99,439
+10,632
3138
$2.38M ﹤0.01%
53,506
+14,526
3139
$2.37M ﹤0.01%
82,691
-194,513
3140
$2.36M ﹤0.01%
47,764
-1,211
3141
$2.36M ﹤0.01%
78,824
-81,176
3142
$2.36M ﹤0.01%
34,637
+23,431
3143
$2.35M ﹤0.01%
417,539
-1,230,305
3144
$2.34M ﹤0.01%
29,303
-227,724
3145
$2.34M ﹤0.01%
75,527
+42,771
3146
$2.33M ﹤0.01%
125,552
+24,866
3147
$2.32M ﹤0.01%
188,925
+87,945
3148
$2.32M ﹤0.01%
98,387
-3,363
3149
$2.32M ﹤0.01%
60,398
-175
3150
$2.32M ﹤0.01%
50,018
+25,550