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
4626
$78.5K ﹤0.01%
2,322
4627
0
4628
$78.3K ﹤0.01%
+3,350
4629
$78.1K ﹤0.01%
5,031
-102,263
4630
$78K ﹤0.01%
61,149
+55,183
4631
$77.9K ﹤0.01%
+1,837
4632
$77.7K ﹤0.01%
3,991
-151,203
4633
$77.5K ﹤0.01%
+1,952
4634
$77.3K ﹤0.01%
2,640
+2,379
4635
$77K ﹤0.01%
59,693
+29,065
4636
$76.9K ﹤0.01%
4,083
+3,609
4637
$76.7K ﹤0.01%
24,208
+499
4638
$76.7K ﹤0.01%
+3,785
4639
$76.4K ﹤0.01%
13,000
+12,840
4640
$76.4K ﹤0.01%
+2,349
4641
$75.9K ﹤0.01%
35,630
+18,695
4642
$75.9K ﹤0.01%
2,284
4643
$75.8K ﹤0.01%
1,338
+707
4644
$75.6K ﹤0.01%
+1,760
4645
$75.4K ﹤0.01%
45,688
+1,415
4646
$75.3K ﹤0.01%
24,353
-8,111
4647
$75.1K ﹤0.01%
3,249
-4,512
4648
$74.4K ﹤0.01%
153,402
+6,449
4649
$74.3K ﹤0.01%
1,677
-153
4650
$74K ﹤0.01%
4,952
-26,276