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
3226
$2.06M ﹤0.01%
42,432
-112,187
3227
$2.06M ﹤0.01%
117,157
+59,702
3228
$2.06M ﹤0.01%
23,742
+3,130
3229
$2.06M ﹤0.01%
68,263
+5,587
3230
$2.05M ﹤0.01%
34,416
+15,637
3231
$2.05M ﹤0.01%
4,374
+292
3232
$2.05M ﹤0.01%
97,230
-195,658
3233
$2.05M ﹤0.01%
19,090
-404
3234
$2.04M ﹤0.01%
73,771
+23,492
3235
$2.04M ﹤0.01%
296,346
+117,912
3236
$2.04M ﹤0.01%
31,586
-5,861
3237
$2.04M ﹤0.01%
16,088
+8,530
3238
$2.04M ﹤0.01%
286,769
-12,297
3239
$2.04M ﹤0.01%
49,972
+20,399
3240
$2.04M ﹤0.01%
103,413
+27,719
3241
$2.03M ﹤0.01%
928,589
-78,930
3242
$2.03M ﹤0.01%
34,042
-1,253
3243
$2.02M ﹤0.01%
50,990
+8,520
3244
$2.02M ﹤0.01%
276,533
+159,358
3245
$2.01M ﹤0.01%
670,916
+52,901
3246
$2M ﹤0.01%
+138,870
3247
$1.99M ﹤0.01%
53,429
+144
3248
$1.99M ﹤0.01%
48,896
+16,765
3249
$1.99M ﹤0.01%
995,038
-636,487
3250
$1.99M ﹤0.01%
+261,369