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
3101
$73K ﹤0.01%
+5,037
3102
$73K ﹤0.01%
+1,725
3103
$73K ﹤0.01%
+3,515
3104
$73K ﹤0.01%
11,242
+112
3105
$71K ﹤0.01%
+8,126
3106
$70K ﹤0.01%
5,817
-13,177
3107
$69K ﹤0.01%
+5,296
3108
$68K ﹤0.01%
6,170
-6,240
3109
$68K ﹤0.01%
+73,705
3110
$68K ﹤0.01%
12,940
-9,863
3111
$68K ﹤0.01%
+2,669
3112
$68K ﹤0.01%
2,665
-29,195
3113
$68K ﹤0.01%
+1,907
3114
$68K ﹤0.01%
+5,651
3115
$68K ﹤0.01%
+2,740
3116
$67K ﹤0.01%
+5,073
3117
$67K ﹤0.01%
+8,699
3118
$66K ﹤0.01%
+1,975
3119
$66K ﹤0.01%
+887
3120
$66K ﹤0.01%
+2,688
3121
$65K ﹤0.01%
+3,849
3122
$65K ﹤0.01%
2,673
-52,965
3123
$65K ﹤0.01%
+3,604
3124
$65K ﹤0.01%
+6,719
3125
$64K ﹤0.01%
+1,371