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
2551
$883K ﹤0.01%
36,348
+6,928
2552
$879K ﹤0.01%
73,896
2553
$869K ﹤0.01%
13,920
-1,500
2554
$861K ﹤0.01%
+3,651
2555
$857K ﹤0.01%
14,747
-2,507
2556
$854K ﹤0.01%
8,346
-2,306
2557
$854K ﹤0.01%
51,355
+11,150
2558
$852K ﹤0.01%
40,053
-1,669
2559
$851K ﹤0.01%
39,315
+1,497
2560
$848K ﹤0.01%
8,598
2561
$848K ﹤0.01%
51,001
-28,904
2562
$847K ﹤0.01%
14,942
-3,541
2563
$846K ﹤0.01%
44,766
-7,361
2564
$846K ﹤0.01%
18,016
-1,514
2565
$842K ﹤0.01%
39,349
-3,681
2566
$842K ﹤0.01%
30,355
+400
2567
$839K ﹤0.01%
37,697
-12,999
2568
$839K ﹤0.01%
28,176
-5,045
2569
$838K ﹤0.01%
85,500
-4,616
2570
$834K ﹤0.01%
23,865
-2,500
2571
$833K ﹤0.01%
28,938
-6,188
2572
$831K ﹤0.01%
+28,852
2573
0
2574
$828K ﹤0.01%
587
-583
2575
$824K ﹤0.01%
20,616
-4,137