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
2501
$1.03M ﹤0.01%
68,785
-4,272
2502
$1.02M ﹤0.01%
42,555
+522
2503
$1.02M ﹤0.01%
20,465
-7,224
2504
$1.02M ﹤0.01%
16,122
+1,860
2505
$1.02M ﹤0.01%
17,070
+1,068
2506
$1.02M ﹤0.01%
78,504
+45,087
2507
$1.01M ﹤0.01%
29,670
+9,208
2508
$1.01M ﹤0.01%
+81,770
2509
$1.01M ﹤0.01%
79,910
+600
2510
$1M ﹤0.01%
24,400
2511
$999K ﹤0.01%
8,650
+1,090
2512
$999K ﹤0.01%
+67,606
2513
$997K ﹤0.01%
63,597
-96,119
2514
$997K ﹤0.01%
49,117
+700
2515
$996K ﹤0.01%
27,511
-256
2516
$992K ﹤0.01%
36,685
+7,554
2517
$992K ﹤0.01%
25,850
+450
2518
$990K ﹤0.01%
36,359
-61,545
2519
$988K ﹤0.01%
537,140
+10,909
2520
$985K ﹤0.01%
34,376
-22,738
2521
$981K ﹤0.01%
8,816
-8,874
2522
$981K ﹤0.01%
26,518
+3,813
2523
$972K ﹤0.01%
19,580
-118
2524
$964K ﹤0.01%
42,333
-215,532
2525
$962K ﹤0.01%
+9,534