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
3751
$768K ﹤0.01%
39,367
+3,432
3752
$767K ﹤0.01%
57,034
+45,173
3753
$766K ﹤0.01%
60,427
-556
3754
$765K ﹤0.01%
8,314
-5,345
3755
$765K ﹤0.01%
97,660
+67,325
3756
$763K ﹤0.01%
29,435
+27,435
3757
$759K ﹤0.01%
75,696
+4,874
3758
$757K ﹤0.01%
413,898
+182,217
3759
$756K ﹤0.01%
15,308
-990
3760
$756K ﹤0.01%
44,365
-119,253
3761
$755K ﹤0.01%
16,139
-1,441
3762
$755K ﹤0.01%
23,680
+16,531
3763
$754K ﹤0.01%
29,378
-86,932
3764
$751K ﹤0.01%
31,030
-1,464
3765
$749K ﹤0.01%
21,715
-1,251
3766
$748K ﹤0.01%
160,941
+136,648
3767
$747K ﹤0.01%
16,463
+2,038
3768
$747K ﹤0.01%
48,209
+39,364
3769
$746K ﹤0.01%
9,693
+1,879
3770
$742K ﹤0.01%
140,340
+128,402
3771
$742K ﹤0.01%
102,940
+2,028
3772
$740K ﹤0.01%
10,778
+677
3773
$739K ﹤0.01%
13,027
-1,646
3774
$737K ﹤0.01%
17,075
+2,678
3775
$736K ﹤0.01%
+40,611