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
3176
$2.22M ﹤0.01%
128,205
+18,198
3177
$2.22M ﹤0.01%
261,342
-132,594
3178
$2.22M ﹤0.01%
84,673
-91,327
3179
$2.21M ﹤0.01%
55,420
+11,256
3180
$2.21M ﹤0.01%
273,218
+79,110
3181
$2.21M ﹤0.01%
428,856
-1,082,472
3182
$2.21M ﹤0.01%
399,820
+35,727
3183
$2.2M ﹤0.01%
78,845
+21,220
3184
$2.2M ﹤0.01%
64,452
+20,292
3185
$2.2M ﹤0.01%
130,668
+31,509
3186
$2.19M ﹤0.01%
124,453
+62,574
3187
$2.19M ﹤0.01%
161,420
+84,412
3188
$2.18M ﹤0.01%
89,751
+40,925
3189
$2.17M ﹤0.01%
27,340
+3,840
3190
$2.17M ﹤0.01%
93,384
+80,433
3191
$2.17M ﹤0.01%
152,629
+76,496
3192
$2.17M ﹤0.01%
151,776
+119,799
3193
$2.17M ﹤0.01%
23,986
-2,281
3194
$2.16M ﹤0.01%
+43,686
3195
$2.16M ﹤0.01%
85,545
+34,670
3196
$2.16M ﹤0.01%
57,717
+48,530
3197
$2.16M ﹤0.01%
591,986
-135,195
3198
$2.15M ﹤0.01%
20,607
+625
3199
$2.15M ﹤0.01%
59,269
+28,026
3200
$2.14M ﹤0.01%
76,062
+72,594