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
2801
$387K ﹤0.01%
24,962
+8,282
2802
$387K ﹤0.01%
15,866
-2,309
2803
$386K ﹤0.01%
+13,915
2804
$385K ﹤0.01%
12,276
-9,811
2805
$385K ﹤0.01%
+26,325
2806
$383K ﹤0.01%
30,514
+19,649
2807
$383K ﹤0.01%
10,743
-235
2808
$381K ﹤0.01%
8,423
+159
2809
$378K ﹤0.01%
90,000
2810
$378K ﹤0.01%
23,612
+712
2811
$378K ﹤0.01%
7,148
-4,238
2812
$377K ﹤0.01%
10,172
-1,005
2813
$377K ﹤0.01%
72,516
-1,306
2814
$374K ﹤0.01%
152,044
-2,901
2815
$374K ﹤0.01%
56,247
-7,254
2816
$374K ﹤0.01%
57,489
+18,460
2817
$371K ﹤0.01%
26,696
-6,797
2818
$370K ﹤0.01%
13,814
2819
$368K ﹤0.01%
14,800
+696
2820
$368K ﹤0.01%
5,977
-6,088
2821
$368K ﹤0.01%
26,364
+1,979
2822
$367K ﹤0.01%
9,311
-3,120
2823
$365K ﹤0.01%
7,413
-1,207
2824
$364K ﹤0.01%
25,550
-2,859
2825
$363K ﹤0.01%
11,615