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
2401
$7.37M ﹤0.01%
5,155,596
+5,130,774
2402
$7.37M ﹤0.01%
313,992
+89,681
2403
$7.36M ﹤0.01%
728,875
+175,603
2404
$7.34M ﹤0.01%
425,682
+57,606
2405
$7.31M ﹤0.01%
331,665
-95,990
2406
$7.24M ﹤0.01%
285,207
+62,916
2407
$7.23M ﹤0.01%
1,043,479
+338,105
2408
$7.21M ﹤0.01%
590,016
+164,260
2409
$7.2M ﹤0.01%
123,276
+32,257
2410
$7.2M ﹤0.01%
863,807
+738,893
2411
$7.18M ﹤0.01%
170,878
+46,776
2412
$7.17M ﹤0.01%
135,969
+57,135
2413
$7.16M ﹤0.01%
143,596
+90,640
2414
$7.15M ﹤0.01%
129,184
-310,983
2415
$7.15M ﹤0.01%
1,057,167
-119,024
2416
$7.14M ﹤0.01%
341,952
+267,015
2417
$7.13M ﹤0.01%
618,189
-4,384
2418
$7.1M ﹤0.01%
120,771
-8,974
2419
$7.07M ﹤0.01%
275,151
-265,849
2420
$7.07M ﹤0.01%
230,248
-172,699
2421
$7.06M ﹤0.01%
274,693
+194,913
2422
$7.06M ﹤0.01%
60,557
-10,348
2423
$7.05M ﹤0.01%
518,550
+92,720
2424
$7.04M ﹤0.01%
1,782,664
+77,879
2425
$7.04M ﹤0.01%
69,254
-7,957