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
4476
$125K ﹤0.01%
3,589
+3,340
4477
$123K ﹤0.01%
3,034
-297
4478
$123K ﹤0.01%
6,247
-1,838
4479
$123K ﹤0.01%
2,731
4480
$122K ﹤0.01%
3,820
+1,555
4481
$122K ﹤0.01%
16,008
4482
$122K ﹤0.01%
2,613
-4,907
4483
$121K ﹤0.01%
11,250
+4,983
4484
$121K ﹤0.01%
44,857
-184
4485
$120K ﹤0.01%
8,491
-607,912
4486
$120K ﹤0.01%
6,187
-80,880
4487
$120K ﹤0.01%
33,409
+7,630
4488
$120K ﹤0.01%
1,070
-475
4489
$120K ﹤0.01%
6,152
-135,112
4490
$120K ﹤0.01%
23,013
+731
4491
$119K ﹤0.01%
5,397
+202
4492
$119K ﹤0.01%
14,791
-149,335
4493
$119K ﹤0.01%
31,287
+4,676
4494
$118K ﹤0.01%
21,929
-1,522
4495
$118K ﹤0.01%
64,045
+5,109
4496
$118K ﹤0.01%
2,741
-1,181
4497
$117K ﹤0.01%
2,841
+2,741
4498
$117K ﹤0.01%
7,592
+2,457
4499
$117K ﹤0.01%
3,710
+2,080
4500
$115K ﹤0.01%
+4,492