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
3226
$34K ﹤0.01%
+776
3227
$33K ﹤0.01%
+1,171
3228
$33K ﹤0.01%
+5,470
3229
$32K ﹤0.01%
9,100
-215,767
3230
$32K ﹤0.01%
+1,723
3231
$32K ﹤0.01%
6,329
-1,236,870
3232
$32K ﹤0.01%
+2,690
3233
$32K ﹤0.01%
+1,661
3234
$32K ﹤0.01%
+2,810
3235
$32K ﹤0.01%
+2,710
3236
$32K ﹤0.01%
+1,481
3237
$32K ﹤0.01%
+1,081
3238
$32K ﹤0.01%
33
-1,525
3239
$31K ﹤0.01%
+267
3240
$31K ﹤0.01%
+2,048
3241
$31K ﹤0.01%
5,561
-19,308
3242
$31K ﹤0.01%
+1,200
3243
0
3244
$30K ﹤0.01%
5,545
-12,089
3245
$30K ﹤0.01%
+4,246
3246
$30K ﹤0.01%
10,676
-247,165
3247
0
3248
$30K ﹤0.01%
+923
3249
$30K ﹤0.01%
+2,366
3250
$29K ﹤0.01%
+1,171