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
4151
$315K ﹤0.01%
127,200
+54,867
4152
$315K ﹤0.01%
2,234
-829
4153
$314K ﹤0.01%
+429,990
4154
$313K ﹤0.01%
6,782
-6,621
4155
$313K ﹤0.01%
4,122
+3,336
4156
$311K ﹤0.01%
12,756
-230
4157
$311K ﹤0.01%
17,404
-48,591
4158
$307K ﹤0.01%
134,822
+110,909
4159
$302K ﹤0.01%
12,978
+2,752
4160
$302K ﹤0.01%
8,771
+38
4161
$302K ﹤0.01%
138,352
+110,244
4162
$302K ﹤0.01%
63,349
+40,318
4163
$301K ﹤0.01%
38,750
+16,393
4164
$301K ﹤0.01%
190,457
+111,485
4165
$300K ﹤0.01%
84,827
+72,485
4166
$300K ﹤0.01%
31,497
+30,732
4167
$300K ﹤0.01%
21,280
+10,511
4168
$299K ﹤0.01%
4,919
4169
$298K ﹤0.01%
14,705
-99
4170
$297K ﹤0.01%
38,139
-23,386
4171
$296K ﹤0.01%
20,939
+11,007
4172
$296K ﹤0.01%
35,383
+26,082
4173
$295K ﹤0.01%
9,429
+5,063
4174
$292K ﹤0.01%
89,265
+69,149
4175
$292K ﹤0.01%
7,010
+5,976