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
2201
$9.59M ﹤0.01%
153,407
+33,628
2202
$9.57M ﹤0.01%
250,042
+82,769
2203
$9.56M ﹤0.01%
528,006
+213,759
2204
$9.56M ﹤0.01%
398,423
-354,671
2205
$9.55M ﹤0.01%
187,911
+32,078
2206
$9.52M ﹤0.01%
107,641
-10,530
2207
$9.51M ﹤0.01%
+156,013
2208
$9.48M ﹤0.01%
519,285
-744,556
2209
$9.46M ﹤0.01%
1,511,611
-473,463
2210
$9.46M ﹤0.01%
584,155
-413,993
2211
$9.45M ﹤0.01%
477,800
+277,827
2212
$9.45M ﹤0.01%
458,213
+222,804
2213
$9.45M ﹤0.01%
208,115
+6,331
2214
$9.44M ﹤0.01%
65,005
+22
2215
$9.39M ﹤0.01%
1,900,381
+373,407
2216
$9.37M ﹤0.01%
221,485
+92,390
2217
$9.34M ﹤0.01%
2,048,737
-1,252,974
2218
$9.31M ﹤0.01%
361,168
+360,968
2219
$9.3M ﹤0.01%
171,222
+84,331
2220
$9.29M ﹤0.01%
143,539
-498,417
2221
$9.29M ﹤0.01%
200,000
2222
$9.28M ﹤0.01%
492,383
-280,268
2223
$9.26M ﹤0.01%
1,269,118
+656,890
2224
$9.26M ﹤0.01%
300,957
+17,359
2225
$9.26M ﹤0.01%
820,397
+592,276