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
3076
$85K ﹤0.01%
+659
3077
$85K ﹤0.01%
+9,037
3078
$85K ﹤0.01%
+3,535
3079
$84K ﹤0.01%
3,557
-44,808
3080
$84K ﹤0.01%
+10,493
3081
$84K ﹤0.01%
+1,668
3082
$83K ﹤0.01%
+6,000
3083
$83K ﹤0.01%
6,580
-546,916
3084
$83K ﹤0.01%
+1,297
3085
$82K ﹤0.01%
6,489
-20,908
3086
$80K ﹤0.01%
+5,050
3087
$80K ﹤0.01%
+4,898
3088
$79K ﹤0.01%
1,857
-12,029
3089
$79K ﹤0.01%
+5,825
3090
$79K ﹤0.01%
7,994
-22,936
3091
$78K ﹤0.01%
970
-2,038
3092
$78K ﹤0.01%
12,089
+251
3093
$77K ﹤0.01%
7,302
-129,608
3094
$77K ﹤0.01%
+1,643
3095
$76K ﹤0.01%
+3,974
3096
$76K ﹤0.01%
+5,678
3097
$76K ﹤0.01%
+1,680
3098
$75K ﹤0.01%
+7,553
3099
$75K ﹤0.01%
+3,581
3100
$73K ﹤0.01%
+2,402