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
2451
$6.69M ﹤0.01%
138,457
+32,222
2452
$6.68M ﹤0.01%
267,243
+25,482
2453
$6.67M ﹤0.01%
693,106
+395,739
2454
$6.66M ﹤0.01%
133,932
-5,817
2455
$6.65M ﹤0.01%
241,215
+60,994
2456
$6.65M ﹤0.01%
161,069
+35,373
2457
$6.63M ﹤0.01%
321,126
+175,857
2458
$6.62M ﹤0.01%
322,927
+60,542
2459
$6.62M ﹤0.01%
85,884
+35,336
2460
$6.62M ﹤0.01%
1,307,463
+287,804
2461
$6.6M ﹤0.01%
176,547
+164,419
2462
$6.6M ﹤0.01%
+144,733
2463
$6.6M ﹤0.01%
776,262
-91,965
2464
$6.58M ﹤0.01%
29,701
+2,843
2465
$6.58M ﹤0.01%
253,585
-24,748
2466
$6.58M ﹤0.01%
2,633,185
+2,611,532
2467
$6.58M ﹤0.01%
149,661
+45,052
2468
$6.57M ﹤0.01%
301,176
-89,877
2469
$6.57M ﹤0.01%
271,955
-116,841
2470
$6.56M ﹤0.01%
150,668
+23,972
2471
$6.54M ﹤0.01%
158,728
-2,941
2472
$6.51M ﹤0.01%
201,675
+35,136
2473
$6.51M ﹤0.01%
558,518
-90,536
2474
$6.5M ﹤0.01%
202,865
+55,363
2475
$6.48M ﹤0.01%
515,528
-41,024