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
3176
$48K ﹤0.01%
+5,000
3177
$48K ﹤0.01%
13,383
+721
3178
$47K ﹤0.01%
19,141
-1,705
3179
$47K ﹤0.01%
+4,379
3180
$47K ﹤0.01%
+3,344
3181
$47K ﹤0.01%
+1,560
3182
$46K ﹤0.01%
+3,567
3183
$46K ﹤0.01%
+1,060
3184
$46K ﹤0.01%
+9,581
3185
$46K ﹤0.01%
+1,456
3186
$45K ﹤0.01%
1,405
+347
3187
$45K ﹤0.01%
+725
3188
$45K ﹤0.01%
+6,317
3189
$45K ﹤0.01%
+499
3190
$45K ﹤0.01%
+6,000
3191
$44K ﹤0.01%
+3,730
3192
0
3193
$43K ﹤0.01%
+3,173
3194
$43K ﹤0.01%
+2,269
3195
$43K ﹤0.01%
59,858
3196
$42K ﹤0.01%
+1,380
3197
$42K ﹤0.01%
+4,000
3198
$41K ﹤0.01%
+289
3199
$41K ﹤0.01%
+6,782
3200
$40K ﹤0.01%
+3,164