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
3601
$1.02M ﹤0.01%
299,206
+128,507
3602
$1.02M ﹤0.01%
168,779
+92,982
3603
$1.02M ﹤0.01%
123,756
-74,631
3604
$1.02M ﹤0.01%
22,184
+65
3605
$1.01M ﹤0.01%
186,462
+147,632
3606
$1.01M ﹤0.01%
62,806
+34,703
3607
$1.01M ﹤0.01%
308,015
+251,661
3608
$1.01M ﹤0.01%
14,509
+2,844
3609
$1.01M ﹤0.01%
46,109
+22,682
3610
$1.01M ﹤0.01%
65,465
+31,391
3611
$1.01M ﹤0.01%
460,665
+277,688
3612
$1.01M ﹤0.01%
87,633
-139,110
3613
$1M ﹤0.01%
796,907
+127,421
3614
$1M ﹤0.01%
118,395
+118,381
3615
$1M ﹤0.01%
45,104
+965
3616
$1M ﹤0.01%
787,599
+16,419
3617
$997K ﹤0.01%
6,969
-5,556
3618
$996K ﹤0.01%
35,159
-6,765
3619
$994K ﹤0.01%
20,373
+11,488
3620
$992K ﹤0.01%
42,817
+28,768
3621
$991K ﹤0.01%
99,550
+21,801
3622
$990K ﹤0.01%
42,809
-56,486
3623
$989K ﹤0.01%
102,502
-16,861
3624
$989K ﹤0.01%
109,490
-29,496
3625
$987K ﹤0.01%
84,475
+31,161