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
3651
$943K ﹤0.01%
38,556
+29,470
3652
$943K ﹤0.01%
104,146
+38,609
3653
$942K ﹤0.01%
514,505
-50,002
3654
$940K ﹤0.01%
25,634
+1,533
3655
$940K ﹤0.01%
38,218
-243
3656
$939K ﹤0.01%
20,039
-4,444
3657
$939K ﹤0.01%
38,655
-217,471
3658
$938K ﹤0.01%
163,113
-80,515
3659
$937K ﹤0.01%
160,751
-20,281
3660
$929K ﹤0.01%
44,976
+43,688
3661
$928K ﹤0.01%
708,518
+618,429
3662
$927K ﹤0.01%
133,360
+75,079
3663
$927K ﹤0.01%
133,356
+65,340
3664
$927K ﹤0.01%
850,218
+521,450
3665
$925K ﹤0.01%
18,946
+9,226
3666
$924K ﹤0.01%
+20,277
3667
$924K ﹤0.01%
98,124
+31,071
3668
$924K ﹤0.01%
14,636
+8,280
3669
$917K ﹤0.01%
97,601
+93,615
3670
$917K ﹤0.01%
98,770
-2,357
3671
$916K ﹤0.01%
541,825
+153,991
3672
$916K ﹤0.01%
26,830
+19,063
3673
$913K ﹤0.01%
221,664
+121,147
3674
$912K ﹤0.01%
33,016
-2,227
3675
$910K ﹤0.01%
+86,046