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
2651
$680K ﹤0.01%
63,700
-244,030
2652
$679K ﹤0.01%
+103,650
2653
$676K ﹤0.01%
95,934
-10,761
2654
$670K ﹤0.01%
23,362
+2,518
2655
$669K ﹤0.01%
+13,060
2656
$666K ﹤0.01%
82,267
-9,405
2657
$663K ﹤0.01%
20,833
+9,735
2658
$662K ﹤0.01%
8,353
+5,638
2659
$659K ﹤0.01%
25,155
-73,465
2660
$658K ﹤0.01%
+17,100
2661
$655K ﹤0.01%
40,899
+5,609
2662
$654K ﹤0.01%
+40,775
2663
$653K ﹤0.01%
5,556
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2664
$652K ﹤0.01%
+10,225
2665
$650K ﹤0.01%
14,961
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2666
$647K ﹤0.01%
6,967
-5,691
2667
$647K ﹤0.01%
12,232
-69
2668
$640K ﹤0.01%
10,357
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2669
$635K ﹤0.01%
9,033
-452
2670
$632K ﹤0.01%
59,549
-6,294
2671
$632K ﹤0.01%
35,482
-60
2672
$631K ﹤0.01%
39,187
-24,033
2673
$629K ﹤0.01%
14,084
-51,518
2674
$627K ﹤0.01%
19,407
+100
2675
$623K ﹤0.01%
33,099