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
2376
$7.56M ﹤0.01%
153,687
+87,260
2377
$7.56M ﹤0.01%
210,389
+124,574
2378
$7.55M ﹤0.01%
129,760
-5,916
2379
$7.54M ﹤0.01%
151,755
-142,905
2380
$7.54M ﹤0.01%
313,785
+71,346
2381
$7.54M ﹤0.01%
828,968
-324,386
2382
$7.53M ﹤0.01%
345,821
+166,343
2383
$7.52M ﹤0.01%
308,884
+179,620
2384
$7.52M ﹤0.01%
835,087
-136,679
2385
$7.51M ﹤0.01%
176,724
+63,915
2386
$7.51M ﹤0.01%
261,111
-13,116
2387
$7.51M ﹤0.01%
45,945
+8,206
2388
$7.49M ﹤0.01%
173,203
+17,073
2389
$7.49M ﹤0.01%
457,801
+118,956
2390
$7.47M ﹤0.01%
302,759
+24,027
2391
$7.47M ﹤0.01%
108,739
+12,007
2392
$7.47M ﹤0.01%
209,272
-148,793
2393
$7.47M ﹤0.01%
142,330
+60,871
2394
$7.44M ﹤0.01%
202,039
+68,907
2395
$7.44M ﹤0.01%
109,668
+47,382
2396
$7.43M ﹤0.01%
135,563
+60,580
2397
$7.43M ﹤0.01%
121,244
-56,038
2398
$7.42M ﹤0.01%
218,614
+113,619
2399
$7.4M ﹤0.01%
807,483
+254,322
2400
$7.39M ﹤0.01%
36,759
-4,723