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
3551
$1.13M ﹤0.01%
114,782
+44,597
3552
$1.13M ﹤0.01%
224,179
+22,693
3553
$1.12M ﹤0.01%
56,249
-329,380
3554
$1.12M ﹤0.01%
13,358
-669
3555
$1.12M ﹤0.01%
46,763
-103,302
3556
$1.11M ﹤0.01%
136,907
+1,476
3557
$1.11M ﹤0.01%
18,510
+17,878
3558
$1.11M ﹤0.01%
83,826
+40,721
3559
$1.1M ﹤0.01%
14,857
+279
3560
$1.1M ﹤0.01%
32,987
-316,683
3561
$1.1M ﹤0.01%
9,495
+5,574
3562
$1.1M ﹤0.01%
497,862
+403,691
3563
$1.1M ﹤0.01%
78,866
+17,979
3564
$1.1M ﹤0.01%
29,076
-421
3565
$1.09M ﹤0.01%
391,394
+110,143
3566
$1.09M ﹤0.01%
110,487
+63,839
3567
$1.09M ﹤0.01%
27,362
+16,214
3568
$1.09M ﹤0.01%
59,279
-122,482
3569
$1.09M ﹤0.01%
51,165
+14,400
3570
$1.08M ﹤0.01%
+36,600
3571
$1.08M ﹤0.01%
34,032
-206
3572
$1.08M ﹤0.01%
23,767
-9,880
3573
$1.08M ﹤0.01%
76,592
+40,480
3574
$1.08M ﹤0.01%
246,107
+93,309
3575
$1.07M ﹤0.01%
30,597
+27,663