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
4676
$68.1K ﹤0.01%
10,769
+264
4677
$67.8K ﹤0.01%
1,477
-33,992
4678
$67.8K ﹤0.01%
+2,016
4679
$67.7K ﹤0.01%
1,250
+14
4680
$67.6K ﹤0.01%
25,120
+1,171
4681
$67.3K ﹤0.01%
43,159
+2,510
4682
$67.1K ﹤0.01%
28,798
+1,540
4683
$66.7K ﹤0.01%
+10,948
4684
$65.9K ﹤0.01%
+1,295
4685
$65.8K ﹤0.01%
+8,303
4686
$65.8K ﹤0.01%
+1,623
4687
$65.8K ﹤0.01%
1,112
+1
4688
$65.5K ﹤0.01%
25,000
4689
$65.2K ﹤0.01%
2,930
4690
$64.8K ﹤0.01%
2,000
-7,089
4691
$64.7K ﹤0.01%
87,617
-2,083
4692
$64.7K ﹤0.01%
4,350
+550
4693
$64.4K ﹤0.01%
38,560
+17,027
4694
$64.4K ﹤0.01%
46,307
+533
4695
$64.3K ﹤0.01%
3,895
-963
4696
$64K ﹤0.01%
1,438
+50
4697
$63.6K ﹤0.01%
1,719
+1,554
4698
$63.5K ﹤0.01%
3,568
+167
4699
$63.5K ﹤0.01%
61,624
+61,388
4700
$63.2K ﹤0.01%
3,755
+119