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
3676
$909K ﹤0.01%
24,067
-48,063
3677
$906K ﹤0.01%
51,043
+31,357
3678
$899K ﹤0.01%
280,997
+75,054
3679
0
3680
$891K ﹤0.01%
123,082
+60,506
3681
$890K ﹤0.01%
4,289
+2,559
3682
$890K ﹤0.01%
79,515
+21,081
3683
$888K ﹤0.01%
119,236
+53,860
3684
$884K ﹤0.01%
60,277
+25,644
3685
$880K ﹤0.01%
+34,013
3686
$879K ﹤0.01%
32,541
+18,480
3687
$878K ﹤0.01%
101,764
+8,558
3688
$878K ﹤0.01%
19,749
+16,798
3689
$877K ﹤0.01%
183,906
+152,438
3690
$876K ﹤0.01%
32,315
-1,621
3691
$872K ﹤0.01%
8,145
-27
3692
$872K ﹤0.01%
43,409
+23,640
3693
$871K ﹤0.01%
+18,819
3694
$871K ﹤0.01%
+38,015
3695
$869K ﹤0.01%
114,735
+103,877
3696
$868K ﹤0.01%
66,429
+10,357
3697
$867K ﹤0.01%
456,294
+357,748
3698
$866K ﹤0.01%
66,647
+34,534
3699
$865K ﹤0.01%
55,942
+29,177
3700
$862K ﹤0.01%
11,575
-3,617