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
3451
$1.36M ﹤0.01%
9,136
+6,005
3452
$1.34M ﹤0.01%
68,189
-44,051
3453
$1.34M ﹤0.01%
399,507
+257,462
3454
$1.34M ﹤0.01%
68,772
+46,056
3455
$1.34M ﹤0.01%
199,737
-167,859
3456
$1.33M ﹤0.01%
+56,087
3457
$1.33M ﹤0.01%
76,890
+24,106
3458
$1.33M ﹤0.01%
49,817
-134,243
3459
$1.33M ﹤0.01%
64,244
+18,318
3460
$1.33M ﹤0.01%
36,543
+31,865
3461
$1.33M ﹤0.01%
46,733
-5,619
3462
$1.32M ﹤0.01%
1,418,306
-45,532
3463
$1.32M ﹤0.01%
40,101
-3,194
3464
$1.32M ﹤0.01%
53,430
+3,388
3465
$1.32M ﹤0.01%
16,377
-178,748
3466
$1.32M ﹤0.01%
44,830
+25,736
3467
$1.32M ﹤0.01%
110,181
+19,518
3468
$1.31M ﹤0.01%
806,635
-110,538
3469
$1.31M ﹤0.01%
22,359
-3,283
3470
$1.31M ﹤0.01%
131,646
+86,998
3471
$1.3M ﹤0.01%
5,497
+2,237
3472
$1.3M ﹤0.01%
48,161
+2,257
3473
$1.3M ﹤0.01%
420,974
+215,725
3474
$1.3M ﹤0.01%
27,807
+20,377
3475
$1.29M ﹤0.01%
80,206
+52,355