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
4251
$241K ﹤0.01%
5,633
+4,315
4252
$241K ﹤0.01%
6,366
-544
4253
$241K ﹤0.01%
8,342
+2,643
4254
$240K ﹤0.01%
113,591
+84,090
4255
$239K ﹤0.01%
13,992
+5,602
4256
$239K ﹤0.01%
296,615
+177,594
4257
$238K ﹤0.01%
9,107
+2,638
4258
$238K ﹤0.01%
45,803
+39,763
4259
$238K ﹤0.01%
4,851
+4,169
4260
$236K ﹤0.01%
60,143
+35,456
4261
$236K ﹤0.01%
3,138
+580
4262
$236K ﹤0.01%
2,540
+112
4263
$235K ﹤0.01%
5,848
+3,200
4264
$234K ﹤0.01%
8,109
+484
4265
$233K ﹤0.01%
65,140
-51,277
4266
$232K ﹤0.01%
7,390
+5,514
4267
$231K ﹤0.01%
4,382
+2,819
4268
$231K ﹤0.01%
13,914
-8,903
4269
$231K ﹤0.01%
53,527
-15,327
4270
$230K ﹤0.01%
17,195
+8,758
4271
$230K ﹤0.01%
16,680
-39,519
4272
$229K ﹤0.01%
27,490
+9,225
4273
$229K ﹤0.01%
78,895
+68,959
4274
$228K ﹤0.01%
51,166
+5,591
4275
$226K ﹤0.01%
23,918
+9,149