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
4276
$225K ﹤0.01%
6,437
+999
4277
$225K ﹤0.01%
21,114
-46,948
4278
$222K ﹤0.01%
6,039
-792
4279
$222K ﹤0.01%
11,590
+11,140
4280
$220K ﹤0.01%
19,964
+4,512
4281
$220K ﹤0.01%
27,386
+23,703
4282
$219K ﹤0.01%
5,125
+3,173
4283
$219K ﹤0.01%
88,320
+79,844
4284
$218K ﹤0.01%
5,034
-1,827
4285
$217K ﹤0.01%
5,797
-11,963
4286
$216K ﹤0.01%
6,296
-689
4287
$216K ﹤0.01%
48,064
-23,953
4288
$216K ﹤0.01%
26,841
-115,133
4289
$216K ﹤0.01%
6,722
+4,622
4290
$215K ﹤0.01%
3,749
+1
4291
$214K ﹤0.01%
8,062
+1,546
4292
$214K ﹤0.01%
+9,212
4293
$213K ﹤0.01%
5,804
+5,667
4294
$212K ﹤0.01%
19,861
-37,297
4295
$211K ﹤0.01%
4,435
+58
4296
$211K ﹤0.01%
1,761
+1,317
4297
$210K ﹤0.01%
1,394
-81
4298
$210K ﹤0.01%
55,606
-84,953
4299
$209K ﹤0.01%
3,466
-634
4300
$209K ﹤0.01%
78,186
+76,751