JP Morgan Chase

JP Morgan Chase Portfolio holdings

AUM $1.49T
1-Year Est. Return 26.5%
 

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 Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.5%
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 +$3.21B
2 +$2.24B
3 +$2.18B
4
WMT icon
Walmart Inc
WMT
+$1.96B
5
MCD icon
McDonald's
MCD
+$1.91B

Sector Composition

1 Technology 24.61%
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
5001
$18.4K ﹤0.01%
+1,088
5002
$18.4K ﹤0.01%
415
-3,295
5003
$18.3K ﹤0.01%
+380
5004
$18.2K ﹤0.01%
350
+106
5005
$18.1K ﹤0.01%
374
5006
$17.9K ﹤0.01%
+432
5007
$17.9K ﹤0.01%
670
5008
$17.9K ﹤0.01%
13,432
-3,419
5009
$17.5K ﹤0.01%
997
5010
$17.5K ﹤0.01%
215
5011
$17.4K ﹤0.01%
2,721
-5,283
5012
$17.1K ﹤0.01%
255
+37
5013
$17K ﹤0.01%
5,010
-3,201
5014
$17K ﹤0.01%
+1,225
5015
$17K ﹤0.01%
+865
5016
$16.9K ﹤0.01%
573
5017
$16.8K ﹤0.01%
2,758
-650
5018
$16.7K ﹤0.01%
518
-546
5019
$16.7K ﹤0.01%
2,520
5020
$16.5K ﹤0.01%
380
-9,123
5021
$16.3K ﹤0.01%
1,350
-307
5022
$16.2K ﹤0.01%
463
5023
0
5024
$15.8K ﹤0.01%
229
5025
$15.7K ﹤0.01%
4,162
+4,090