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
4001
$445K ﹤0.01%
21,131
+3,383
4002
$445K ﹤0.01%
45,688
+23,075
4003
$444K ﹤0.01%
19,745
-1,062
4004
$443K ﹤0.01%
67,722
+16,304
4005
$442K ﹤0.01%
+156,844
4006
$441K ﹤0.01%
45,299
-58,738
4007
$441K ﹤0.01%
54,583
-54,866
4008
$441K ﹤0.01%
17,505
-9,918
4009
$440K ﹤0.01%
22,573
+6,024
4010
$440K ﹤0.01%
27,666
+18,149
4011
$440K ﹤0.01%
19,426
+9,524
4012
$439K ﹤0.01%
24,472
-1,822
4013
$438K ﹤0.01%
40,823
-1,742
4014
$438K ﹤0.01%
131,103
-166,627
4015
$437K ﹤0.01%
15,037
+5,343
4016
$436K ﹤0.01%
160,178
-1,422
4017
$434K ﹤0.01%
46,179
-735
4018
$429K ﹤0.01%
98,841
+71,153
4019
$429K ﹤0.01%
207,151
+193,124
4020
$427K ﹤0.01%
37,024
+21,904
4021
$425K ﹤0.01%
20,460
+10,857
4022
$424K ﹤0.01%
115,754
-50,791
4023
$423K ﹤0.01%
9,852
-60
4024
$423K ﹤0.01%
50,726
+19,633
4025
$421K ﹤0.01%
12,401
-6,167