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
2826
$362K ﹤0.01%
17,090
-907
2827
$361K ﹤0.01%
+17,405
2828
0
2829
$355K ﹤0.01%
28,005
-26,278
2830
$351K ﹤0.01%
23,498
-5,269
2831
$349K ﹤0.01%
51,891
-210,556
2832
$349K ﹤0.01%
7,500
-1,587
2833
$349K ﹤0.01%
25,560
-1,940
2834
$348K ﹤0.01%
+169,018
2835
$347K ﹤0.01%
14,829
+395
2836
$345K ﹤0.01%
21,369
-300
2837
$344K ﹤0.01%
+17,347
2838
$339K ﹤0.01%
6,937
-301
2839
$338K ﹤0.01%
+29,914
2840
$338K ﹤0.01%
25,083
-300
2841
$334K ﹤0.01%
5,824
+1,170
2842
$331K ﹤0.01%
10,450
+1,500
2843
$329K ﹤0.01%
25,190
-2,600
2844
$329K ﹤0.01%
31,520
-13,950
2845
$328K ﹤0.01%
+6,993
2846
$327K ﹤0.01%
6,491
+52
2847
$327K ﹤0.01%
6,902
-659
2848
$323K ﹤0.01%
9,113
-533
2849
$322K ﹤0.01%
21,854
+7,266
2850
$317K ﹤0.01%
17,002
-3,733