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
4226
$256K ﹤0.01%
50,644
-1,191
4227
$255K ﹤0.01%
12,978
+12,907
4228
$253K ﹤0.01%
5,725
+3,478
4229
$253K ﹤0.01%
48,336
+34,125
4230
$252K ﹤0.01%
10,132
+10,090
4231
$252K ﹤0.01%
22,865
+5,042
4232
$250K ﹤0.01%
5,797
-443
4233
$250K ﹤0.01%
2,646
+781
4234
$249K ﹤0.01%
6,600
-2,507
4235
$249K ﹤0.01%
55,625
+55,536
4236
$248K ﹤0.01%
10,943
+10,230
4237
$248K ﹤0.01%
12,850
+1,335
4238
$248K ﹤0.01%
37,527
-1,902
4239
$246K ﹤0.01%
140,459
+711
4240
$246K ﹤0.01%
23,305
+13,733
4241
$245K ﹤0.01%
76,151
+75,709
4242
$245K ﹤0.01%
145,937
+110,334
4243
$245K ﹤0.01%
7,936
+795
4244
$244K ﹤0.01%
+29,839
4245
$244K ﹤0.01%
33,915
-7,449
4246
$244K ﹤0.01%
8,855
-4,035
4247
$243K ﹤0.01%
3,012
+574
4248
$243K ﹤0.01%
11,585
+246
4249
$242K ﹤0.01%
83,411
+67,698
4250
$242K ﹤0.01%
5,010
-1,397