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
3326
$17K ﹤0.01%
+605
3327
$17K ﹤0.01%
+1,654
3328
$17K ﹤0.01%
+534
3329
$17K ﹤0.01%
19,715
-27,321
3330
0
3331
$17K ﹤0.01%
+972
3332
$16K ﹤0.01%
+575
3333
$16K ﹤0.01%
390
-6,537
3334
$16K ﹤0.01%
+327
3335
$16K ﹤0.01%
+456
3336
$16K ﹤0.01%
211
-12,923
3337
$16K ﹤0.01%
+614
3338
$16K ﹤0.01%
+635
3339
$16K ﹤0.01%
15,880
-6,167
3340
$15K ﹤0.01%
+1,527
3341
$15K ﹤0.01%
10,807
-185,000
3342
$15K ﹤0.01%
+1,505
3343
$15K ﹤0.01%
+683
3344
$15K ﹤0.01%
1,778
-409,533
3345
$15K ﹤0.01%
+827
3346
$15K ﹤0.01%
+686
3347
$15K ﹤0.01%
+1,698
3348
$15K ﹤0.01%
+639
3349
$15K ﹤0.01%
+2,091
3350
$15K ﹤0.01%
+524