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
3501
$1.21M ﹤0.01%
65,648
+421
3502
$1.21M ﹤0.01%
15,321
-1,630
3503
$1.21M ﹤0.01%
187,631
+167,636
3504
$1.21M ﹤0.01%
42,491
+23,033
3505
$1.21M ﹤0.01%
32,206
+20,716
3506
$1.21M ﹤0.01%
31,449
+179
3507
$1.2M ﹤0.01%
82,203
+43,490
3508
$1.2M ﹤0.01%
183,452
+40,580
3509
$1.2M ﹤0.01%
210,783
+25,685
3510
$1.2M ﹤0.01%
51,630
-13,581
3511
$1.2M ﹤0.01%
321,378
+170,475
3512
$1.2M ﹤0.01%
47,127
-1,244
3513
$1.2M ﹤0.01%
112,771
+46,701
3514
$1.2M ﹤0.01%
364,696
+265,762
3515
$1.19M ﹤0.01%
11,053
-42,423
3516
$1.19M ﹤0.01%
25,727
-12,282
3517
$1.19M ﹤0.01%
44,455
+22,125
3518
$1.19M ﹤0.01%
16,798
-16,460
3519
$1.19M ﹤0.01%
234,667
-152,477
3520
$1.19M ﹤0.01%
32,077
-4,531
3521
$1.19M ﹤0.01%
117,327
+116,904
3522
$1.19M ﹤0.01%
71,755
+45,247
3523
$1.18M ﹤0.01%
126,030
+67,581
3524
$1.18M ﹤0.01%
34,397
-158,113
3525
$1.18M ﹤0.01%
56,144
+30,706