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
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
$17.1K ﹤0.01%
255
+37
5012
$17K ﹤0.01%
5,010
-3,201
5013
$17K ﹤0.01%
+1,225
5014
$17K ﹤0.01%
+865
5015
$16.9K ﹤0.01%
573
5016
$16.8K ﹤0.01%
2,758
-650
5017
$16.7K ﹤0.01%
518
-546
5018
$16.7K ﹤0.01%
2,520
5019
$16.5K ﹤0.01%
380
-9,123
5020
$16.3K ﹤0.01%
1,350
-307
5021
$16.2K ﹤0.01%
463
5022
0
5023
$15.8K ﹤0.01%
229
5024
$15.7K ﹤0.01%
4,162
+4,090
5025
$15.6K ﹤0.01%
315
+155