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
4351
$180K ﹤0.01%
11,427
+7,918
4352
$180K ﹤0.01%
21,260
-1,350
4353
$179K ﹤0.01%
12,006
+11,988
4354
$179K ﹤0.01%
+5,059
4355
$179K ﹤0.01%
27,258
-194,807
4356
$179K ﹤0.01%
10,854
+782
4357
$178K ﹤0.01%
3,081
-44,593
4358
$178K ﹤0.01%
5,778
-7,330
4359
$178K ﹤0.01%
261,333
+136,753
4360
$178K ﹤0.01%
1,919
+1,748
4361
$177K ﹤0.01%
3,015
+2,764
4362
$177K ﹤0.01%
3,389
-1,487
4363
$177K ﹤0.01%
109,232
+107,023
4364
$177K ﹤0.01%
146,056
-78,810
4365
$176K ﹤0.01%
4,940
+4,432
4366
$176K ﹤0.01%
15,641
+121
4367
$176K ﹤0.01%
8,155
+1,134
4368
$175K ﹤0.01%
41,237
+30,273
4369
$175K ﹤0.01%
1,655
+1,260
4370
$175K ﹤0.01%
8,401
+835
4371
$174K ﹤0.01%
24,623
+20,676
4372
$174K ﹤0.01%
39,938
+9,249
4373
$172K ﹤0.01%
2,153
-881
4374
$172K ﹤0.01%
17,622
+8,004
4375
$171K ﹤0.01%
1,705
-39,490