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
2326
$8.1M ﹤0.01%
2,166,437
-220,915
2327
$8.1M ﹤0.01%
300,740
-809,782
2328
$8.09M ﹤0.01%
114,736
+2,686
2329
$8.06M ﹤0.01%
473,561
+69,365
2330
$8.05M ﹤0.01%
206,738
+118,699
2331
$8.03M ﹤0.01%
781,953
+87,456
2332
$8.03M ﹤0.01%
88,433
+4,104
2333
$8.02M ﹤0.01%
131,066
+4,252
2334
$8.01M ﹤0.01%
453,784
+58,246
2335
$8.01M ﹤0.01%
76,385
+43,567
2336
$7.99M ﹤0.01%
113,001
+10,716
2337
$7.98M ﹤0.01%
130,832
-3,752
2338
$7.98M ﹤0.01%
198,848
+60,733
2339
$7.97M ﹤0.01%
2,103,941
+783,048
2340
$7.97M ﹤0.01%
344,136
-74,586
2341
$7.96M ﹤0.01%
628,286
+622,370
2342
$7.96M ﹤0.01%
3,736,132
-351,374
2343
$7.94M ﹤0.01%
675,900
-25,369
2344
$7.92M ﹤0.01%
200,273
-101,986
2345
$7.9M ﹤0.01%
359,529
-1,137,732
2346
$7.9M ﹤0.01%
599,086
+329,576
2347
$7.89M ﹤0.01%
128,676
+87,939
2348
$7.85M ﹤0.01%
1,193,355
+1,154,458
2349
$7.84M ﹤0.01%
356,298
-4,933
2350
$7.83M ﹤0.01%
1,651,815
-315,400