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
3401
$1.5M ﹤0.01%
34,190
-310,706
3402
$1.5M ﹤0.01%
58,111
-17,641
3403
$1.49M ﹤0.01%
+108,083
3404
$1.49M ﹤0.01%
37,065
-103,426
3405
$1.49M ﹤0.01%
15,489
+5,484
3406
$1.49M ﹤0.01%
121,934
+103,135
3407
$1.49M ﹤0.01%
142,023
-1,004,982
3408
$1.49M ﹤0.01%
56,820
+3,268
3409
$1.49M ﹤0.01%
18,727
-510
3410
$1.48M ﹤0.01%
45,325
+14,957
3411
$1.48M ﹤0.01%
93,330
+61,369
3412
$1.47M ﹤0.01%
46,172
+21,242
3413
$1.47M ﹤0.01%
46,422
+24,212
3414
$1.47M ﹤0.01%
27,014
+5,606
3415
$1.47M ﹤0.01%
45,657
-8,426
3416
$1.46M ﹤0.01%
285,371
+62,310
3417
$1.46M ﹤0.01%
144,476
+12,910
3418
$1.45M ﹤0.01%
41,991
+18,921
3419
$1.45M ﹤0.01%
2,482
-3,065
3420
$1.44M ﹤0.01%
+130,475
3421
$1.43M ﹤0.01%
96,049
+75,314
3422
$1.43M ﹤0.01%
30,942
+16,274
3423
$1.43M ﹤0.01%
96,099
-54,008
3424
$1.43M ﹤0.01%
149,883
-63
3425
$1.42M ﹤0.01%
56,005
+23,652