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
4326
$192K ﹤0.01%
14,683
+2,676
4327
$192K ﹤0.01%
+6,770
4328
$191K ﹤0.01%
9,006
-21,825
4329
$191K ﹤0.01%
30,604
+30,534
4330
$190K ﹤0.01%
54,243
+1,604
4331
$190K ﹤0.01%
2,195
-1,600
4332
$190K ﹤0.01%
30,868
-24,041
4333
$190K ﹤0.01%
+4,254
4334
$189K ﹤0.01%
63,079
+51,919
4335
$189K ﹤0.01%
+6,561
4336
$187K ﹤0.01%
5,016
-5,945
4337
$187K ﹤0.01%
2,982
+378
4338
$187K ﹤0.01%
8,736
-133
4339
$187K ﹤0.01%
18,414
-73,968
4340
$187K ﹤0.01%
+7,947
4341
$186K ﹤0.01%
12,447
4342
$186K ﹤0.01%
27,919
-7,701
4343
$186K ﹤0.01%
2,589
-371
4344
$185K ﹤0.01%
9,186
-3,051
4345
$184K ﹤0.01%
11,101
+10,945
4346
$184K ﹤0.01%
3,687
-7,188
4347
$183K ﹤0.01%
5,843
+2,715
4348
$181K ﹤0.01%
7,280
+6,096
4349
$181K ﹤0.01%
4,392
+2,777
4350
$181K ﹤0.01%
106,932
-18,197