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
4801
$46.1K ﹤0.01%
1,428
4802
$46.1K ﹤0.01%
1,075
+50
4803
$46K ﹤0.01%
1,481
4804
$45.8K ﹤0.01%
1,012
-157
4805
$45.5K ﹤0.01%
3,002
-10
4806
$44.9K ﹤0.01%
+449,400
4807
$44.8K ﹤0.01%
+2,037
4808
$44.4K ﹤0.01%
6,815
+404
4809
$44.1K ﹤0.01%
51,550
+3,237
4810
$44.1K ﹤0.01%
+1,633
4811
$43.9K ﹤0.01%
11,161
-28,507
4812
$43.8K ﹤0.01%
305,275
4813
$43.5K ﹤0.01%
+1,526
4814
$43.5K ﹤0.01%
1,681
-23,719
4815
$43.4K ﹤0.01%
6,232
+3,919
4816
$43.3K ﹤0.01%
3,593
+258
4817
$43.3K ﹤0.01%
10,241
-14,074
4818
$43.3K ﹤0.01%
9,435
-12,223
4819
$43.3K ﹤0.01%
2,632
+2,456
4820
$43.2K ﹤0.01%
650
+150
4821
$43.2K ﹤0.01%
2,310
+1,173
4822
$43.2K ﹤0.01%
1,798
-18
4823
$42.8K ﹤0.01%
1,134
-1,365
4824
$42.8K ﹤0.01%
1,460
-2,387
4825
$42.7K ﹤0.01%
1,725
+1,651