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
3351
$1.67M ﹤0.01%
29,147
-19,546
3352
$1.67M ﹤0.01%
34,601
-252
3353
$1.66M ﹤0.01%
37,655
3354
$1.66M ﹤0.01%
1,388
+271
3355
$1.65M ﹤0.01%
73,958
+2,787
3356
$1.65M ﹤0.01%
104,174
+83,096
3357
$1.64M ﹤0.01%
78,093
+1,810
3358
$1.64M ﹤0.01%
111,983
+72,703
3359
$1.64M ﹤0.01%
35,708
-1,090
3360
$1.63M ﹤0.01%
36,423
-42,992
3361
$1.63M ﹤0.01%
89,680
+44,283
3362
$1.63M ﹤0.01%
35,363
+10,428
3363
$1.62M ﹤0.01%
56,571
+37,869
3364
$1.62M ﹤0.01%
38,065
-72,641
3365
$1.62M ﹤0.01%
269,074
+143,754
3366
$1.62M ﹤0.01%
67,939
+6,121
3367
$1.62M ﹤0.01%
52,723
+35,468
3368
$1.62M ﹤0.01%
189,295
+104,650
3369
$1.61M ﹤0.01%
937,908
+874,842
3370
$1.61M ﹤0.01%
10,261
-1,811
3371
$1.61M ﹤0.01%
335,741
+175,019
3372
$1.61M ﹤0.01%
34,472
-135,304
3373
$1.61M ﹤0.01%
65,718
+45,403
3374
$1.61M ﹤0.01%
95,689
-11,068
3375
$1.6M ﹤0.01%
77,421
+11,401