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
3301
$1.81M ﹤0.01%
22,914
-14,377
3302
$1.8M ﹤0.01%
74,108
+544
3303
$1.8M ﹤0.01%
183,590
-173,777
3304
$1.79M ﹤0.01%
36,676
-20,862
3305
$1.79M ﹤0.01%
59,456
+35,967
3306
$1.78M ﹤0.01%
139,517
+105,397
3307
$1.78M ﹤0.01%
23,353
+2,873
3308
$1.78M ﹤0.01%
546,807
+221,905
3309
$1.77M ﹤0.01%
34,612
+14,170
3310
$1.77M ﹤0.01%
169,208
-172,257
3311
$1.77M ﹤0.01%
64,840
+30,204
3312
$1.77M ﹤0.01%
498,730
-20,944
3313
$1.77M ﹤0.01%
150,733
+89,313
3314
$1.76M ﹤0.01%
298,482
-191,752
3315
$1.76M ﹤0.01%
142,191
+33,507
3316
$1.75M ﹤0.01%
56,471
-1,858
3317
$1.75M ﹤0.01%
28,691
+13,722
3318
$1.75M ﹤0.01%
213,281
+83,203
3319
$1.75M ﹤0.01%
103,045
+25,173
3320
$1.74M ﹤0.01%
11,263
+10,183
3321
$1.74M ﹤0.01%
376,626
+77,728
3322
$1.74M ﹤0.01%
19,187
-51
3323
$1.74M ﹤0.01%
21,062
-9,325
3324
$1.74M ﹤0.01%
95,900
-268,200
3325
$1.73M ﹤0.01%
402,328
+241,103