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
3001
$147K ﹤0.01%
28,353
+1,177
3002
$146K ﹤0.01%
+9,759
3003
$145K ﹤0.01%
7,891
-2,495
3004
$144K ﹤0.01%
+9,758
3005
$144K ﹤0.01%
32,820
+17,034
3006
$144K ﹤0.01%
+5,577
3007
$142K ﹤0.01%
6,546
-3,441
3008
$142K ﹤0.01%
5,470
-13,937
3009
$140K ﹤0.01%
32,404
+28,534
3010
$140K ﹤0.01%
16,543
-2,605
3011
$137K ﹤0.01%
+13,004
3012
$135K ﹤0.01%
+8,164
3013
$133K ﹤0.01%
+4,574
3014
$132K ﹤0.01%
+1,765
3015
$131K ﹤0.01%
+3,460
3016
$131K ﹤0.01%
100,892
-757,537
3017
$129K ﹤0.01%
24,300
-1,200
3018
$127K ﹤0.01%
90,965
-3,922
3019
$126K ﹤0.01%
5,539
-10,347
3020
$126K ﹤0.01%
+2,252
3021
$125K ﹤0.01%
5,095
-29,274
3022
$125K ﹤0.01%
+8,900
3023
$125K ﹤0.01%
+10,092
3024
$123K ﹤0.01%
2,000
-9,822
3025
$123K ﹤0.01%
5,503
+97