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
4101
$353K ﹤0.01%
2,017
-141
4102
$351K ﹤0.01%
106,489
+78,745
4103
$348K ﹤0.01%
8,454
+1,506
4104
$347K ﹤0.01%
+34,500
4105
$346K ﹤0.01%
6,571
+113
4106
$346K ﹤0.01%
1,600
-204
4107
$345K ﹤0.01%
11,924
+219
4108
$345K ﹤0.01%
81,088
+40,291
4109
$345K ﹤0.01%
14,020
-18,957
4110
$344K ﹤0.01%
42,997
+2,012
4111
$344K ﹤0.01%
11,125
-12,654
4112
$343K ﹤0.01%
21,993
+8,625
4113
$342K ﹤0.01%
19,821
+19,744
4114
$342K ﹤0.01%
84,992
+49,580
4115
$341K ﹤0.01%
361,296
+211,654
4116
$341K ﹤0.01%
20,829
+10,488
4117
$340K ﹤0.01%
20,593
-19,309
4118
$340K ﹤0.01%
62,657
+38,778
4119
$340K ﹤0.01%
6,694
-132
4120
$339K ﹤0.01%
203,997
-2,303
4121
$337K ﹤0.01%
15,322
+12,773
4122
$336K ﹤0.01%
10,326
+3,730
4123
$335K ﹤0.01%
48,158
+11,163
4124
$333K ﹤0.01%
3,817
+2,916
4125
$332K ﹤0.01%
6,866
-21,202