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
4126
$332K ﹤0.01%
28,205
-207,188
4127
$332K ﹤0.01%
4,338
-7,412
4128
0
4129
$330K ﹤0.01%
42,378
+42,363
4130
$329K ﹤0.01%
13,003
+6,200
4131
$328K ﹤0.01%
31,112
-1,710
4132
$328K ﹤0.01%
51,346
-7,322
4133
$328K ﹤0.01%
135
-168
4134
$327K ﹤0.01%
15,370
+2,548
4135
$325K ﹤0.01%
13,955
+10,799
4136
$325K ﹤0.01%
135,984
+120,136
4137
$325K ﹤0.01%
120,716
+101,116
4138
$324K ﹤0.01%
25,646
+23,558
4139
$322K ﹤0.01%
15,705
+9,194
4140
$321K ﹤0.01%
82,826
+5,901
4141
$320K ﹤0.01%
66,523
+36,357
4142
$320K ﹤0.01%
120,115
-322,798
4143
$319K ﹤0.01%
11,251
-133
4144
$318K ﹤0.01%
12,089
+8,522
4145
$317K ﹤0.01%
32,134
+7,667
4146
$317K ﹤0.01%
29,173
+25,124
4147
$316K ﹤0.01%
103,753
+73,350
4148
$316K ﹤0.01%
9,203
+260
4149
$316K ﹤0.01%
145,593
-12,383
4150
$316K ﹤0.01%
29,771
+12,752