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
4401
$158K ﹤0.01%
3,213
-3,139
4402
$158K ﹤0.01%
53,926
+265
4403
$156K ﹤0.01%
29,267
-14,476
4404
$156K ﹤0.01%
123,831
+110,141
4405
$156K ﹤0.01%
5,835
+676
4406
$155K ﹤0.01%
25,809
-8,182
4407
$153K ﹤0.01%
5,525
-7,236
4408
$153K ﹤0.01%
59,386
+5,576
4409
$152K ﹤0.01%
5,528
+1,540
4410
$152K ﹤0.01%
6,095
+231
4411
$151K ﹤0.01%
9,649
+3,099
4412
$150K ﹤0.01%
7,231
+1,031
4413
$150K ﹤0.01%
6,342
-27,168
4414
$149K ﹤0.01%
7,837
+544
4415
$149K ﹤0.01%
56,986
+7,607
4416
$149K ﹤0.01%
4,841
+100
4417
$149K ﹤0.01%
1,515
+163
4418
$149K ﹤0.01%
7,686
+306
4419
$147K ﹤0.01%
8,276
-101,268
4420
$147K ﹤0.01%
4,328
+95
4421
$147K ﹤0.01%
+166,591
4422
$147K ﹤0.01%
10,428
+597
4423
$147K ﹤0.01%
2,709
-176
4424
$146K ﹤0.01%
2,132
+2,127
4425
$145K ﹤0.01%
150,485
+70,132