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
2951
$190K ﹤0.01%
25,124
-1,221
2952
$189K ﹤0.01%
38,926
-1,035
2953
$188K ﹤0.01%
6,808
-22,857
2954
$187K ﹤0.01%
185,136
-55,100
2955
$186K ﹤0.01%
16,294
+2,981
2956
$186K ﹤0.01%
+12,665
2957
$186K ﹤0.01%
+1,399
2958
$185K ﹤0.01%
11,002
2959
$185K ﹤0.01%
+9,000
2960
$184K ﹤0.01%
10,305
-939
2961
$182K ﹤0.01%
+3,593
2962
$181K ﹤0.01%
11,309
-10,288
2963
$180K ﹤0.01%
39,198
-2,748
2964
$179K ﹤0.01%
2,521
-479
2965
$178K ﹤0.01%
5,868
-7,895
2966
$176K ﹤0.01%
+4,549
2967
$176K ﹤0.01%
45,952
-118,979
2968
$175K ﹤0.01%
+9,661
2969
$171K ﹤0.01%
9,172
-104,824
2970
$171K ﹤0.01%
10,325
-9,599
2971
$170K ﹤0.01%
+9,795
2972
$169K ﹤0.01%
+2,706
2973
$168K ﹤0.01%
1,857
-6,199
2974
$168K ﹤0.01%
+9,412
2975
$167K ﹤0.01%
+4,137