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
4951
$24.2K ﹤0.01%
4,500
-300
4952
$24.2K ﹤0.01%
706
+3
4953
$23.7K ﹤0.01%
8,534
-6,818
4954
$23.7K ﹤0.01%
+3,900
4955
$23.6K ﹤0.01%
478
+71
4956
$23.5K ﹤0.01%
7,755
-88,025
4957
$23.4K ﹤0.01%
3,743
-23,668
4958
$23.3K ﹤0.01%
1,761
+1,724
4959
$23.3K ﹤0.01%
+755
4960
$22.9K ﹤0.01%
2,150
4961
$22.8K ﹤0.01%
966
-42,362
4962
$22.7K ﹤0.01%
8,424
-2,272
4963
$22.6K ﹤0.01%
2,302
4964
$22.4K ﹤0.01%
1,240
4965
$22.2K ﹤0.01%
+500
4966
$22.2K ﹤0.01%
+788
4967
$21.9K ﹤0.01%
11,944
+190
4968
$21.7K ﹤0.01%
922
-55
4969
$21.6K ﹤0.01%
5,297
-72,121
4970
$21.5K ﹤0.01%
296
4971
$21.5K ﹤0.01%
2,212
-462
4972
$21.3K ﹤0.01%
+719
4973
$21.2K ﹤0.01%
154
4974
$21.1K ﹤0.01%
+452
4975
$21K ﹤0.01%
7,510
-19,531