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
3726
$814K ﹤0.01%
16,873
+4,408
3727
$808K ﹤0.01%
15,729
+10,197
3728
$808K ﹤0.01%
23,145
+1,981
3729
$808K ﹤0.01%
48,064
+11,647
3730
$806K ﹤0.01%
155,316
-8,471
3731
$805K ﹤0.01%
64,790
-376,955
3732
$800K ﹤0.01%
277,784
+125,099
3733
$797K ﹤0.01%
37,347
+6,036
3734
$796K ﹤0.01%
276,346
-17,841
3735
$795K ﹤0.01%
26,257
-14,633
3736
$787K ﹤0.01%
44,602
+27,408
3737
$787K ﹤0.01%
104,183
+40,665
3738
$786K ﹤0.01%
96,601
-35,253
3739
$786K ﹤0.01%
357,328
+196,344
3740
$786K ﹤0.01%
68,817
+45,003
3741
$786K ﹤0.01%
+47,792
3742
$784K ﹤0.01%
33,372
-2,048
3743
$783K ﹤0.01%
19,350
-1,636
3744
$782K ﹤0.01%
18,011
-15,476
3745
$778K ﹤0.01%
5,627
+165
3746
$778K ﹤0.01%
37,926
+21,841
3747
$776K ﹤0.01%
94,386
+40,884
3748
$773K ﹤0.01%
43,804
+24,093
3749
$772K ﹤0.01%
126,495
+59,625
3750
$769K ﹤0.01%
29,670
+16,530