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
3826
$681K ﹤0.01%
10,811
+827
3827
$678K ﹤0.01%
9,816
+1,991
3828
$675K ﹤0.01%
52,706
+20,362
3829
$672K ﹤0.01%
21,743
-494
3830
$670K ﹤0.01%
21,975
+1,300
3831
$668K ﹤0.01%
29,379
-28,418
3832
$664K ﹤0.01%
404,821
+343,613
3833
$661K ﹤0.01%
373,590
-74,932
3834
$660K ﹤0.01%
218,645
+74,885
3835
$660K ﹤0.01%
5,003
-3,403
3836
$656K ﹤0.01%
15,757
-379
3837
$654K ﹤0.01%
35,583
+14,978
3838
$654K ﹤0.01%
46,794
-26,424
3839
$653K ﹤0.01%
16,447
-32,963
3840
$653K ﹤0.01%
42,153
+35,157
3841
$652K ﹤0.01%
112,675
+19,938
3842
$647K ﹤0.01%
11,450
-691
3843
$646K ﹤0.01%
178,532
+147,092
3844
$645K ﹤0.01%
43,351
-334
3845
$643K ﹤0.01%
+5,831
3846
$641K ﹤0.01%
50,591
+36,232
3847
$640K ﹤0.01%
105,301
+15,328
3848
$634K ﹤0.01%
4,883
+1,918
3849
$634K ﹤0.01%
10,800
+125
3850
$632K ﹤0.01%
151,950
-42,049