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
5101
$10.5K ﹤0.01%
+96
5102
$10.4K ﹤0.01%
350
-620
5103
$10.4K ﹤0.01%
331
+198
5104
$10.2K ﹤0.01%
366
5105
$10.1K ﹤0.01%
643
+636
5106
$10.1K ﹤0.01%
134
-2,007
5107
$10K ﹤0.01%
5,573
+5,490
5108
$9.84K ﹤0.01%
691
5109
$9.83K ﹤0.01%
+281
5110
$9.81K ﹤0.01%
158
-115
5111
$9.74K ﹤0.01%
2,831
-857
5112
0
5113
$9.61K ﹤0.01%
552
-94,155
5114
$9.54K ﹤0.01%
245
-707
5115
$9.45K ﹤0.01%
+295
5116
$9.44K ﹤0.01%
237
-238
5117
$9.43K ﹤0.01%
383
-12,206
5118
$9.42K ﹤0.01%
+276
5119
$9.4K ﹤0.01%
208
+200
5120
$9.33K ﹤0.01%
160
+79
5121
$9.17K ﹤0.01%
636
5122
$9.09K ﹤0.01%
+7,700
5123
$9.03K ﹤0.01%
211
-14,433
5124
$8.85K ﹤0.01%
5,000
+4,802
5125
$8.78K ﹤0.01%
+264