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
3701
$861K ﹤0.01%
562,764
+356,053
3702
$860K ﹤0.01%
38,656
-25,697
3703
$857K ﹤0.01%
39,259
+35,465
3704
$853K ﹤0.01%
50,780
+43,712
3705
$850K ﹤0.01%
24,895
+900
3706
$849K ﹤0.01%
93,667
+31,155
3707
$847K ﹤0.01%
20,186
+6,674
3708
$845K ﹤0.01%
109,657
-13,025
3709
$842K ﹤0.01%
211,604
+38,121
3710
$840K ﹤0.01%
73,644
+23,090
3711
$838K ﹤0.01%
53,724
+3,613
3712
$838K ﹤0.01%
321,008
+257,514
3713
$836K ﹤0.01%
+23,696
3714
$836K ﹤0.01%
811,630
+811,349
3715
$835K ﹤0.01%
27,366
+13,072
3716
$835K ﹤0.01%
228,653
+2,715
3717
$833K ﹤0.01%
59,467
+15,779
3718
$833K ﹤0.01%
13,004
-680
3719
$831K ﹤0.01%
155,115
+27,316
3720
$829K ﹤0.01%
40,938
+19,749
3721
$823K ﹤0.01%
281,033
-74,714
3722
$821K ﹤0.01%
23,847
+9,279
3723
$821K ﹤0.01%
35,248
+5,775
3724
$816K ﹤0.01%
+270,041
3725
$815K ﹤0.01%
16,140
-25,416