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
3851
$626K ﹤0.01%
20,908
3852
$626K ﹤0.01%
40,225
+7,637
3853
$625K ﹤0.01%
306,221
+126,615
3854
$624K ﹤0.01%
13,370
+11,644
3855
$623K ﹤0.01%
15,084
+14,449
3856
$621K ﹤0.01%
16,646
-95
3857
$619K ﹤0.01%
19,576
+3,541
3858
$616K ﹤0.01%
76,576
-3,299
3859
$615K ﹤0.01%
34,417
+1,985
3860
$614K ﹤0.01%
78,574
-226,671
3861
$613K ﹤0.01%
35,470
+24,658
3862
$612K ﹤0.01%
100,934
+58,388
3863
$611K ﹤0.01%
146,850
-463,607
3864
$610K ﹤0.01%
36,276
-127,725
3865
$610K ﹤0.01%
172,213
+65,806
3866
$607K ﹤0.01%
16,142
-5,743
3867
$607K ﹤0.01%
17,353
-9,013
3868
$604K ﹤0.01%
30,129
+15,434
3869
$602K ﹤0.01%
7,879
-1,802
3870
$601K ﹤0.01%
67,587
-9,575
3871
$600K ﹤0.01%
15,715
+8,655
3872
$599K ﹤0.01%
45,793
+21,923
3873
$598K ﹤0.01%
8,719
-4,571
3874
$597K ﹤0.01%
12,863
-1,197
3875
$597K ﹤0.01%
7,730
-10,974