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
3151
$56K ﹤0.01%
+500
3152
$56K ﹤0.01%
+2,819
3153
$55K ﹤0.01%
+747
3154
$55K ﹤0.01%
2,652
-22,459
3155
$55K ﹤0.01%
16,230
+1,102
3156
$54K ﹤0.01%
+1,575
3157
$54K ﹤0.01%
+1,650
3158
$54K ﹤0.01%
+1,761
3159
$54K ﹤0.01%
+919
3160
$53K ﹤0.01%
+1,725
3161
$53K ﹤0.01%
+1,989
3162
$52K ﹤0.01%
+2,748
3163
$51K ﹤0.01%
20,000
3164
$51K ﹤0.01%
+2,037
3165
$51K ﹤0.01%
+23,014
3166
$50K ﹤0.01%
+1,836
3167
$50K ﹤0.01%
1,939
-37,319
3168
$50K ﹤0.01%
+2,234
3169
$50K ﹤0.01%
31,536
3170
$49K ﹤0.01%
+2,400
3171
$48K ﹤0.01%
+1,740
3172
$48K ﹤0.01%
+850
3173
$48K ﹤0.01%
+1,609
3174
$48K ﹤0.01%
+2,024
3175
$48K ﹤0.01%
+959