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
2926
$220K ﹤0.01%
12,829
-1,380
2927
$219K ﹤0.01%
6,532
-3,513
2928
$219K ﹤0.01%
7,390
-821
2929
$218K ﹤0.01%
+11,845
2930
$215K ﹤0.01%
16,950
+233
2931
$215K ﹤0.01%
24,644
-2,883
2932
$214K ﹤0.01%
+14,153
2933
$213K ﹤0.01%
8,220
-10,400
2934
$210K ﹤0.01%
16,411
+1,674
2935
$209K ﹤0.01%
18,583
-1,143
2936
$208K ﹤0.01%
9,985
-14,125
2937
$207K ﹤0.01%
+5,258
2938
$207K ﹤0.01%
8,667
2939
$207K ﹤0.01%
+3,462
2940
$206K ﹤0.01%
3,159
-1,234
2941
$205K ﹤0.01%
4,000
2942
$203K ﹤0.01%
10,977
-1,200
2943
$199K ﹤0.01%
12,762
+725
2944
$198K ﹤0.01%
+11,718
2945
$198K ﹤0.01%
7,500
-2,475
2946
$195K ﹤0.01%
31,033
-45,107
2947
$194K ﹤0.01%
+1,296
2948
$194K ﹤0.01%
+5,560
2949
$193K ﹤0.01%
19,500
2950
$190K ﹤0.01%
+13,833