JP Morgan Chase & Co

JP Morgan Chase & Co 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
$378B
AUM Growth
+$22.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,310
New
Increased
Reduced
Closed

Top Buys

1 +$2.23B
2 +$552M
3 +$489M
4
TAP icon
Molson Coors Class B
TAP
+$484M
5
NFLX icon
Netflix
NFLX
+$467M

Sector Composition

1 Financials 15.58%
2 Healthcare 11.87%
3 Technology 11.82%
4 Consumer Discretionary 9.05%
5 Industrials 7.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2476
$1.13M ﹤0.01%
103,302
-113,639
2477
$1.13M ﹤0.01%
70,114
+8,470
2478
$1.11M ﹤0.01%
76,888
-62
2479
$1.1M ﹤0.01%
36,675
+2,407
2480
$1.1M ﹤0.01%
216,547
+2,925
2481
$1.1M ﹤0.01%
32,054
-17,581
2482
$1.1M ﹤0.01%
53,575
+5,175
2483
$1.1M ﹤0.01%
77,553
+1,521
2484
$1.09M ﹤0.01%
87,982
-1,577
2485
$1.08M ﹤0.01%
+67,687
2486
$1.08M ﹤0.01%
81,015
-13,190
2487
$1.08M ﹤0.01%
18,904
-785
2488
$1.07M ﹤0.01%
19,925
-50
2489
$1.07M ﹤0.01%
54,408
-245,531
2490
$1.07M ﹤0.01%
42,605
-14,685
2491
$1.06M ﹤0.01%
+82,000
2492
$1.06M ﹤0.01%
14,418
+3,613
2493
$1.06M ﹤0.01%
85,552
2494
$1.05M ﹤0.01%
57,000
-27,144
2495
$1.05M ﹤0.01%
+61,754
2496
$1.05M ﹤0.01%
+40,553
2497
$1.04M ﹤0.01%
28,586
+1,866
2498
$1.04M ﹤0.01%
+11,177
2499
$1.04M ﹤0.01%
33,657
-15,916
2500
$1.03M ﹤0.01%
64,331
+24,661