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
3926
$525K ﹤0.01%
291,796
+279,020
3927
$524K ﹤0.01%
2,663
-32,664
3928
$523K ﹤0.01%
23,830
+7,413
3929
$523K ﹤0.01%
22,931
+14,749
3930
$523K ﹤0.01%
19,661
-1,722
3931
$521K ﹤0.01%
17,952
+2,306
3932
$519K ﹤0.01%
293,481
-469,899
3933
$519K ﹤0.01%
31,596
+17,269
3934
$519K ﹤0.01%
23,912
+15,903
3935
$517K ﹤0.01%
13,870
-1,649
3936
$517K ﹤0.01%
28,618
+593
3937
$517K ﹤0.01%
22,594
-97,438
3938
$516K ﹤0.01%
+26,814
3939
$516K ﹤0.01%
106,954
+83,473
3940
$514K ﹤0.01%
68,952
+21,494
3941
$513K ﹤0.01%
52,660
+14,833
3942
$512K ﹤0.01%
27,584
-43,622
3943
$512K ﹤0.01%
9,412
-41,272
3944
$511K ﹤0.01%
10,383
+9,449
3945
$511K ﹤0.01%
16,894
+2,236
3946
$511K ﹤0.01%
16,572
+4,245
3947
$510K ﹤0.01%
19,221
+11,974
3948
$507K ﹤0.01%
44,067
+23,113
3949
$507K ﹤0.01%
7,604
+1,316
3950
$507K ﹤0.01%
+50,000