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
5051
$13.5K ﹤0.01%
214
5052
$13.4K ﹤0.01%
+1,393
5053
$13.4K ﹤0.01%
1,570
+96
5054
$13.3K ﹤0.01%
331
+152
5055
$13.3K ﹤0.01%
+260
5056
$13.3K ﹤0.01%
811
5057
$13.2K ﹤0.01%
606
-5,852
5058
$13.2K ﹤0.01%
375
+333
5059
$13.2K ﹤0.01%
400
+321
5060
$13.1K ﹤0.01%
1,657
+1,652
5061
$13K ﹤0.01%
355
5062
$12.9K ﹤0.01%
+285
5063
$12.8K ﹤0.01%
+1,493
5064
$12.8K ﹤0.01%
1,441
+684
5065
$12.5K ﹤0.01%
330
5066
0
5067
$12.5K ﹤0.01%
488
-10,970
5068
$12.4K ﹤0.01%
+380
5069
$12.3K ﹤0.01%
175
-3,041
5070
$12.2K ﹤0.01%
1,279
+1,200
5071
$12.2K ﹤0.01%
3,333
5072
$12.2K ﹤0.01%
812
-4,608
5073
$12.1K ﹤0.01%
15
+13
5074
$12.1K ﹤0.01%
+187
5075
0