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
3201
$2.14M ﹤0.01%
39,290
+16,498
3202
$2.13M ﹤0.01%
85,959
+75,383
3203
$2.13M ﹤0.01%
47,123
-6,527
3204
$2.13M ﹤0.01%
19,692
-1,891
3205
$2.13M ﹤0.01%
514,718
+245,216
3206
$2.12M ﹤0.01%
55,728
-20,858
3207
$2.12M ﹤0.01%
113,208
+66,444
3208
$2.12M ﹤0.01%
412,447
+151,489
3209
$2.11M ﹤0.01%
43,300
-120,072
3210
$2.11M ﹤0.01%
63,991
-131
3211
$2.11M ﹤0.01%
327,898
+205,691
3212
$2.1M ﹤0.01%
413,889
+25,546
3213
$2.1M ﹤0.01%
26,409
-320,366
3214
$2.1M ﹤0.01%
121,121
+61,786
3215
$2.1M ﹤0.01%
149,301
-778,096
3216
$2.1M ﹤0.01%
38,000
-112,000
3217
$2.09M ﹤0.01%
31,936
+13,456
3218
$2.09M ﹤0.01%
285,566
+150,996
3219
$2.09M ﹤0.01%
96,544
3220
$2.09M ﹤0.01%
134,039
-58,177
3221
$2.09M ﹤0.01%
228,645
+104,709
3222
$2.09M ﹤0.01%
584,034
-15,960
3223
$2.08M ﹤0.01%
79,721
+914
3224
$2.07M ﹤0.01%
101,131
+50,867
3225
$2.07M ﹤0.01%
219,568
-47,311