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
2426
$7M ﹤0.01%
549,355
+269,928
2427
$7M ﹤0.01%
123,910
-301,902
2428
$6.99M ﹤0.01%
103,601
+50,113
2429
$6.98M ﹤0.01%
268,214
+109,960
2430
$6.97M ﹤0.01%
362,085
-101,259
2431
$6.95M ﹤0.01%
164,556
-79,687
2432
$6.94M ﹤0.01%
243,995
+53,322
2433
$6.9M ﹤0.01%
119,695
-1,163,637
2434
$6.9M ﹤0.01%
22,987
-14,309
2435
$6.89M ﹤0.01%
835,388
+334,497
2436
$6.89M ﹤0.01%
648,610
+624,045
2437
$6.87M ﹤0.01%
235,570
+53,173
2438
$6.87M ﹤0.01%
132,343
+54,416
2439
$6.81M ﹤0.01%
533,594
+328,147
2440
$6.8M ﹤0.01%
207,087
-145,411
2441
$6.79M ﹤0.01%
63,145
+20,072
2442
$6.78M ﹤0.01%
135,056
-2,948
2443
$6.78M ﹤0.01%
263,998
+15,865
2444
$6.77M ﹤0.01%
679,491
+99,871
2445
$6.76M ﹤0.01%
73,372
+30,417
2446
$6.74M ﹤0.01%
850,753
+158,585
2447
$6.74M ﹤0.01%
274,363
+235,919
2448
$6.74M ﹤0.01%
1,781,820
+480,205
2449
$6.72M ﹤0.01%
360,009
-178,895
2450
$6.71M ﹤0.01%
70,557
+63,536