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
4026
$420K ﹤0.01%
55,223
+30,839
4027
$419K ﹤0.01%
71,189
+30,296
4028
$418K ﹤0.01%
15,685
+3,240
4029
$418K ﹤0.01%
136,897
+88,404
4030
$416K ﹤0.01%
28,426
+25,934
4031
$415K ﹤0.01%
15,158
-20,049
4032
$413K ﹤0.01%
6,353
-100,999
4033
$411K ﹤0.01%
17,349
+375
4034
$411K ﹤0.01%
72,770
+44,354
4035
$410K ﹤0.01%
8,259
+593
4036
$410K ﹤0.01%
+13,315
4037
$404K ﹤0.01%
16,001
+4,898
4038
$404K ﹤0.01%
133,666
+133,327
4039
$403K ﹤0.01%
8,934
+8,445
4040
$403K ﹤0.01%
174,322
-1,032
4041
$402K ﹤0.01%
+196,339
4042
$402K ﹤0.01%
8,842
+6,139
4043
$398K ﹤0.01%
38,828
+8,607
4044
$398K ﹤0.01%
16,595
+16,458
4045
$396K ﹤0.01%
7,312
-2,642
4046
$395K ﹤0.01%
272,328
+227,864
4047
$394K ﹤0.01%
236,046
+195,112
4048
$394K ﹤0.01%
+43,966
4049
$393K ﹤0.01%
46,804
+8,001
4050
$393K ﹤0.01%
341,669
+194,401