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
3126
$64K ﹤0.01%
+2,250
3127
$64K ﹤0.01%
+764
3128
$64K ﹤0.01%
+3,957
3129
$63K ﹤0.01%
+4,300
3130
$63K ﹤0.01%
34,766
+12,358
3131
$63K ﹤0.01%
+3,000
3132
$63K ﹤0.01%
+6,000
3133
$63K ﹤0.01%
+17,706
3134
$62K ﹤0.01%
+2,264
3135
$62K ﹤0.01%
7,323
-7,018
3136
$62K ﹤0.01%
+4,464
3137
$61K ﹤0.01%
+642
3138
$61K ﹤0.01%
+3,086
3139
0
3140
$59K ﹤0.01%
+1,543
3141
$59K ﹤0.01%
+1,616
3142
$58K ﹤0.01%
2,257
-17,169
3143
$58K ﹤0.01%
+3,030
3144
$58K ﹤0.01%
+4,075
3145
$58K ﹤0.01%
+656
3146
$57K ﹤0.01%
1,760
-23,059
3147
$57K ﹤0.01%
+1,378
3148
0
3149
$56K ﹤0.01%
+4,400
3150
$56K ﹤0.01%
11,021