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
2276
$8.69M ﹤0.01%
460,406
+49,550
2277
$8.69M ﹤0.01%
970,392
+337,842
2278
$8.66M ﹤0.01%
1,153,409
+585,734
2279
$8.66M ﹤0.01%
304,873
+122,947
2280
$8.66M ﹤0.01%
205,787
-7,423
2281
$8.66M ﹤0.01%
364,332
-246,489
2282
$8.65M ﹤0.01%
367,346
+199,490
2283
$8.6M ﹤0.01%
844,103
-237,122
2284
$8.6M ﹤0.01%
247,430
+71,656
2285
$8.59M ﹤0.01%
379,118
+50,543
2286
$8.58M ﹤0.01%
246,199
+118,629
2287
$8.58M ﹤0.01%
267,670
-403,375
2288
$8.55M ﹤0.01%
200,003
-51,139
2289
$8.55M ﹤0.01%
142,251
+19,172
2290
$8.52M ﹤0.01%
344,893
+40,401
2291
$8.51M ﹤0.01%
407,613
+394,670
2292
$8.5M ﹤0.01%
173,265
+5,750
2293
$8.48M ﹤0.01%
102,128
+53,824
2294
$8.43M ﹤0.01%
138,888
+72,142
2295
$8.41M ﹤0.01%
351,342
-50,751
2296
$8.41M ﹤0.01%
388,286
+224,925
2297
$8.39M ﹤0.01%
176,900
+132,346
2298
$8.38M ﹤0.01%
1,209,529
+435,723
2299
$8.37M ﹤0.01%
727,096
+206,677
2300
$8.36M ﹤0.01%
277,500
+70,327