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
2601
$776K ﹤0.01%
40,973
-22,820
2602
$775K ﹤0.01%
20,694
+107
2603
$774K ﹤0.01%
218,507
-80,237
2604
$770K ﹤0.01%
73,500
-1,000
2605
$769K ﹤0.01%
74,060
-2,662
2606
$767K ﹤0.01%
284,948
+269,397
2607
$764K ﹤0.01%
1,987
-1,950
2608
$762K ﹤0.01%
26,201
-700
2609
$760K ﹤0.01%
1,293
-26
2610
$758K ﹤0.01%
+48,397
2611
$750K ﹤0.01%
23,798
2612
$749K ﹤0.01%
101,669
-2,552,168
2613
$749K ﹤0.01%
61,219
-1,500
2614
$748K ﹤0.01%
20,476
-3,385
2615
$746K ﹤0.01%
32,816
-4,157
2616
$742K ﹤0.01%
24,122
-137,672
2617
$738K ﹤0.01%
+201,755
2618
$734K ﹤0.01%
16,225
+1,885
2619
$734K ﹤0.01%
+47,025
2620
$732K ﹤0.01%
29,269
-3,221
2621
$731K ﹤0.01%
15,230
-610
2622
$729K ﹤0.01%
13,462
2623
$729K ﹤0.01%
+47,546
2624
$727K ﹤0.01%
29,391
-36,794
2625
$727K ﹤0.01%
33,254
-1,500