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
2351
$7.83M ﹤0.01%
511,844
-2,149,289
2352
$7.82M ﹤0.01%
546,552
-294,783
2353
$7.8M ﹤0.01%
398,738
+210,354
2354
$7.78M ﹤0.01%
425,565
+140,987
2355
$7.77M ﹤0.01%
1,342,132
+1,241,986
2356
$7.76M ﹤0.01%
87,501
+18,484
2357
$7.76M ﹤0.01%
403,945
+79,116
2358
$7.75M ﹤0.01%
1,511,517
-194,665
2359
$7.75M ﹤0.01%
430,046
+192,738
2360
$7.75M ﹤0.01%
148,288
+148,287
2361
$7.74M ﹤0.01%
161,053
-3,991
2362
$7.72M ﹤0.01%
1,306,936
+253,987
2363
$7.7M ﹤0.01%
297,474
-1,628
2364
$7.7M ﹤0.01%
218,412
+4,737
2365
$7.69M ﹤0.01%
128,649
-90,685
2366
$7.69M ﹤0.01%
+1,325,430
2367
$7.69M ﹤0.01%
140,551
+8,344
2368
$7.64M ﹤0.01%
114,950
-86,806
2369
$7.63M ﹤0.01%
233,913
+100,395
2370
$7.63M ﹤0.01%
750,227
+703,534
2371
$7.63M ﹤0.01%
77,872
-6,857
2372
$7.62M ﹤0.01%
158,099
+129,782
2373
$7.59M ﹤0.01%
186,256
+68,675
2374
$7.59M ﹤0.01%
116,136
+10,129
2375
$7.57M ﹤0.01%
149,228
-932,241