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
4726
$57.5K ﹤0.01%
1,180
-1,963
4727
$57.5K ﹤0.01%
7,126
-48,628
4728
$57.4K ﹤0.01%
1,244
+1,222
4729
0
4730
$56.9K ﹤0.01%
4,600
+4,300
4731
$56.8K ﹤0.01%
1,304
-2,914
4732
$56.8K ﹤0.01%
20,000
4733
$56.8K ﹤0.01%
+1,116
4734
$56.7K ﹤0.01%
+1,133
4735
$56.3K ﹤0.01%
2,358
-396
4736
$56.2K ﹤0.01%
406
4737
$55.8K ﹤0.01%
+1,851
4738
$55.8K ﹤0.01%
866
-4,450
4739
$55.8K ﹤0.01%
2,958
-866
4740
$55.7K ﹤0.01%
5,241
+372
4741
$55.7K ﹤0.01%
2,375
-67,503
4742
$55.6K ﹤0.01%
6,114
+423
4743
$55.3K ﹤0.01%
9,670
-1,512
4744
0
4745
$55.1K ﹤0.01%
1,488
-1,775
4746
$55K ﹤0.01%
613
-297
4747
$54.5K ﹤0.01%
6,080
+5,308
4748
$54.5K ﹤0.01%
1,461
-200
4749
$54.3K ﹤0.01%
+2,800
4750
$54.1K ﹤0.01%
+1,685