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
3951
$506K ﹤0.01%
21,625
-45,469
3952
$505K ﹤0.01%
75,831
-1,503,489
3953
$505K ﹤0.01%
31,099
-11,955
3954
$505K ﹤0.01%
36,427
+30,551
3955
$504K ﹤0.01%
27,771
-4,488
3956
$504K ﹤0.01%
59,662
+44,106
3957
$502K ﹤0.01%
31,145
+15,867
3958
$502K ﹤0.01%
+50,000
3959
$501K ﹤0.01%
+278,569
3960
$501K ﹤0.01%
31,911
+16,520
3961
$498K ﹤0.01%
17,002
-1,062
3962
$498K ﹤0.01%
21,492
-4,284
3963
$497K ﹤0.01%
41,668
+22,802
3964
$497K ﹤0.01%
25,445
-14,905
3965
$495K ﹤0.01%
123,237
+35,008
3966
$494K ﹤0.01%
916,941
-128,592
3967
$489K ﹤0.01%
54,664
+15,520
3968
$488K ﹤0.01%
18,131
+5,192
3969
$487K ﹤0.01%
16,325
+8,062
3970
$486K ﹤0.01%
14,101
+14,094
3971
$486K ﹤0.01%
13,354
+6,250
3972
$485K ﹤0.01%
8,017
-1,395
3973
$484K ﹤0.01%
54,233
-1,090,093
3974
$483K ﹤0.01%
150,504
+75,319
3975
$481K ﹤0.01%
242,713
+201,037