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
2726
$517K ﹤0.01%
34,100
-65,600
2727
$515K ﹤0.01%
+16,198
2728
$514K ﹤0.01%
17,682
-678
2729
$514K ﹤0.01%
15,186
-13,886
2730
$513K ﹤0.01%
58,819
+11,503
2731
$508K ﹤0.01%
5,141
+987
2732
$505K ﹤0.01%
51,521
+6,745
2733
$500K ﹤0.01%
25,404
-2,546
2734
$498K ﹤0.01%
53,489
-2,415,450
2735
$498K ﹤0.01%
53,674
+44,283
2736
$496K ﹤0.01%
4,581
+1,907
2737
$494K ﹤0.01%
86,070
-1,461,633
2738
$492K ﹤0.01%
14,593
+840
2739
$490K ﹤0.01%
11,799
-1,864
2740
$490K ﹤0.01%
20,683
-16,242
2741
$490K ﹤0.01%
3,996
-1,071
2742
$486K ﹤0.01%
9,695
-1,000
2743
$485K ﹤0.01%
23,129
2744
$484K ﹤0.01%
268,918
+238,915
2745
$483K ﹤0.01%
26,566
+15,914
2746
$483K ﹤0.01%
18,219
-1,510
2747
$481K ﹤0.01%
+10,640
2748
$478K ﹤0.01%
2,368,041
-323,320
2749
$477K ﹤0.01%
17,260
+5,560
2750
$477K ﹤0.01%
27,639
+4,803