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
826
$39.5M 0.01%
2,161,301
-1,192
827
$39.3M 0.01%
1,146,423
+97,942
828
$39.2M 0.01%
751,606
-19,270
829
$38.9M 0.01%
2,007,336
+233,190
830
$38.8M 0.01%
409,353
-83,856
831
$38.7M 0.01%
727,520
-991,383
832
$38.5M 0.01%
1,157,165
+471,503
833
$38.4M 0.01%
1,556,791
+117,437
834
$38.3M 0.01%
712,976
+41,149
835
$38.3M 0.01%
189,468
+61,111
836
$38M 0.01%
1,656,163
+281,193
837
$37.8M 0.01%
302,647
-207,062
838
$37.7M 0.01%
1,831,737
-342,108
839
$37.6M 0.01%
1,565,098
+39,212
840
$37.5M 0.01%
893,391
+402,739
841
$37.5M 0.01%
636,804
+548,310
842
$37.4M 0.01%
1,811,675
-1,121,880
843
$37.3M 0.01%
586,134
-37,381
844
$37.3M 0.01%
5,229,384
+155,095
845
$37.2M 0.01%
5,296,168
+2,502,935
846
$37.2M 0.01%
76,654
+1,077
847
$37.1M 0.01%
4,250,376
+78,393
848
$37M 0.01%
2,389,138
+33,013
849
$36.9M 0.01%
1,110,170
+808,941
850
$36.9M 0.01%
182,129
+62,962