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
3626
$985K ﹤0.01%
181,354
+30,531
3627
$985K ﹤0.01%
12,527
+7,783
3628
$979K ﹤0.01%
136,298
+63,646
3629
$978K ﹤0.01%
391,096
-238,177
3630
$976K ﹤0.01%
11,316
+1,774
3631
$976K ﹤0.01%
7,260
+1,621
3632
$975K ﹤0.01%
18,507
+252
3633
$973K ﹤0.01%
132,422
+37,217
3634
$972K ﹤0.01%
52,275
+28,243
3635
$967K ﹤0.01%
238,765
-81,792
3636
$964K ﹤0.01%
216,644
-72,915
3637
$961K ﹤0.01%
23,840
-127,115
3638
$960K ﹤0.01%
23,873
-36,977
3639
$960K ﹤0.01%
211,893
+189,697
3640
$957K ﹤0.01%
+29,000
3641
$957K ﹤0.01%
65,121
+58,387
3642
$954K ﹤0.01%
20,761
+2,907
3643
$953K ﹤0.01%
17,658
+8,895
3644
$953K ﹤0.01%
63,374
-5,720
3645
$952K ﹤0.01%
10,910
+1,901
3646
$950K ﹤0.01%
29,872
+7,742
3647
$947K ﹤0.01%
401,335
+364,982
3648
$947K ﹤0.01%
19,057
-2,832
3649
$947K ﹤0.01%
845,153
-39,122
3650
$943K ﹤0.01%
49,213
-46,272