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
2776
$427K ﹤0.01%
25,654
-2,578
2777
$423K ﹤0.01%
6,047
2778
$419K ﹤0.01%
13,656
-4,915
2779
$418K ﹤0.01%
+8,140
2780
$418K ﹤0.01%
19,287
-1,429
2781
$412K ﹤0.01%
6,351
-33,031
2782
$412K ﹤0.01%
10,785
-840
2783
$411K ﹤0.01%
94,418
-6,201,696
2784
$411K ﹤0.01%
30,200
-50,400
2785
$410K ﹤0.01%
25,891
+223
2786
$410K ﹤0.01%
17,414
-1,893
2787
$407K ﹤0.01%
15,898
+343
2788
$406K ﹤0.01%
18,830
-12,908
2789
$404K ﹤0.01%
+32,475
2790
$402K ﹤0.01%
149,888
+40,855
2791
$399K ﹤0.01%
10,564
-776
2792
$397K ﹤0.01%
13,858
-4,075
2793
$395K ﹤0.01%
+60
2794
$394K ﹤0.01%
14,549
-1,163
2795
$392K ﹤0.01%
8,462
-576
2796
$392K ﹤0.01%
+6,758
2797
$391K ﹤0.01%
7,246
-1,925
2798
$391K ﹤0.01%
16,624
-47
2799
$391K ﹤0.01%
82,674
-587,203
2800
$390K ﹤0.01%
19,698
-2,100