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
3376
$1.59M ﹤0.01%
22,269
-148
3377
$1.58M ﹤0.01%
82,194
+57,980
3378
$1.58M ﹤0.01%
+54,225
3379
$1.58M ﹤0.01%
42,637
-2,756
3380
$1.57M ﹤0.01%
46,877
-191,490
3381
$1.57M ﹤0.01%
60,977
+38,626
3382
$1.56M ﹤0.01%
12,238
+4,119
3383
$1.56M ﹤0.01%
55,223
-4,777
3384
$1.56M ﹤0.01%
67,508
+16,580
3385
$1.56M ﹤0.01%
28,405
+4,818
3386
$1.55M ﹤0.01%
69,845
-85,914
3387
$1.55M ﹤0.01%
8,424
+2,775
3388
$1.54M ﹤0.01%
135,269
+111,084
3389
$1.54M ﹤0.01%
83,068
+1,755
3390
$1.54M ﹤0.01%
36,111
+5,696
3391
$1.54M ﹤0.01%
37,536
+19,509
3392
$1.53M ﹤0.01%
525,482
+202,108
3393
$1.53M ﹤0.01%
952,012
+133,441
3394
$1.53M ﹤0.01%
34,943
-9,368
3395
$1.53M ﹤0.01%
138,149
-31,777
3396
$1.52M ﹤0.01%
34,171
+4,825
3397
$1.52M ﹤0.01%
797,387
+522,597
3398
$1.52M ﹤0.01%
114,939
+81,195
3399
$1.52M ﹤0.01%
68,527
+7,505
3400
$1.52M ﹤0.01%
99,607
-33,972