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
4176
$291K ﹤0.01%
59,952
+52,169
4177
$290K ﹤0.01%
2,978
-2,250
4178
$288K ﹤0.01%
32,938
+1,878
4179
$288K ﹤0.01%
19,714
+14,714
4180
$288K ﹤0.01%
7,159
+2,986
4181
$287K ﹤0.01%
51,830
-7,706
4182
$285K ﹤0.01%
83,257
+28,238
4183
$285K ﹤0.01%
21,508
+19,799
4184
$284K ﹤0.01%
15,271
-25,632
4185
$284K ﹤0.01%
27,081
-73,528
4186
$284K ﹤0.01%
3,309
+1,628
4187
$283K ﹤0.01%
5,079
+180
4188
$283K ﹤0.01%
11,162
-159
4189
$281K ﹤0.01%
29,139
+27,864
4190
$280K ﹤0.01%
201,755
+165,115
4191
$280K ﹤0.01%
181,913
+101,550
4192
$278K ﹤0.01%
5,242
+4,855
4193
$277K ﹤0.01%
21,663
+16,826
4194
$276K ﹤0.01%
19,602
-72,879
4195
$275K ﹤0.01%
80,781
-392
4196
$275K ﹤0.01%
19,066
+4,059
4197
$274K ﹤0.01%
4,276
+7
4198
$273K ﹤0.01%
55,204
-32,969
4199
$272K ﹤0.01%
20,228
+3,524
4200
$272K ﹤0.01%
33,736
-1,515