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
2901
$247K ﹤0.01%
5,572
-18,204
2902
$245K ﹤0.01%
16,833
-245,896
2903
$245K ﹤0.01%
147,585
+2,685
2904
$243K ﹤0.01%
+10,729
2905
$242K ﹤0.01%
11,816
2906
$241K ﹤0.01%
+2,435
2907
$240K ﹤0.01%
18,524
-35,430
2908
$240K ﹤0.01%
+4,995
2909
$240K ﹤0.01%
34,397
2910
$236K ﹤0.01%
7,616
2911
$235K ﹤0.01%
15,650
-26,968
2912
$235K ﹤0.01%
8,182
+5
2913
$234K ﹤0.01%
13,000
2914
$234K ﹤0.01%
97,246
2915
$231K ﹤0.01%
10,247
-900
2916
$230K ﹤0.01%
23,362
-28,907
2917
$229K ﹤0.01%
+15,855
2918
$227K ﹤0.01%
61,072
+928
2919
$225K ﹤0.01%
15,420
2920
$223K ﹤0.01%
68,190
-30,638
2921
$223K ﹤0.01%
+5,047
2922
$221K ﹤0.01%
4,917
-4,636
2923
$221K ﹤0.01%
7,319
-147
2924
$221K ﹤0.01%
25,271
-57,380
2925
$220K ﹤0.01%
+17,308