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
4826
$42.6K ﹤0.01%
4,213
4827
$42.5K ﹤0.01%
+1,300
4828
$42.2K ﹤0.01%
+1,769
4829
$42.2K ﹤0.01%
27,076
+5,099
4830
$42K ﹤0.01%
3,606
+3,450
4831
$41.5K ﹤0.01%
858
+358
4832
$41.5K ﹤0.01%
820
4833
$41.5K ﹤0.01%
+1,690
4834
$41.4K ﹤0.01%
+1,227
4835
$41K ﹤0.01%
553
-876
4836
$40.8K ﹤0.01%
1,744
4837
$40.7K ﹤0.01%
1,556
+1,500
4838
$40.5K ﹤0.01%
18,929
+1,355
4839
$40.4K ﹤0.01%
39,207
+16,695
4840
$40.4K ﹤0.01%
+1,922
4841
$40.3K ﹤0.01%
7,222
+1,502
4842
$40.2K ﹤0.01%
+874
4843
0
4844
$39.6K ﹤0.01%
343
-1,247
4845
$39.6K ﹤0.01%
3,269
+237
4846
$38.8K ﹤0.01%
2,927
-609
4847
$38.1K ﹤0.01%
1,944
+1,764
4848
0
4849
$37.9K ﹤0.01%
+1,626
4850
$37.5K ﹤0.01%
450