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
901
$32.4M 0.01%
1,979,827
+46,316
902
$32.3M 0.01%
756,098
+98,710
903
$32.3M 0.01%
428,567
+151,778
904
$32.2M 0.01%
991,366
+137,503
905
$32.2M 0.01%
2,508,509
-52,984
906
$32M 0.01%
2,379,824
-144,045
907
$32M 0.01%
803,444
+477,411
908
$32M 0.01%
3,360,228
+871,532
909
$31.9M 0.01%
843,801
-518,280
910
$31.9M 0.01%
1,184,936
-406,272
911
$31.8M 0.01%
750,006
-176,618
912
$31.8M 0.01%
1,383,454
+105,785
913
$31.5M 0.01%
688,286
+248,528
914
$31.5M 0.01%
1,164,487
-393,537
915
$31.4M 0.01%
2,879,988
+1,478,966
916
$31.3M 0.01%
760,692
+235,289
917
$31.3M 0.01%
553,725
+284,827
918
$31.2M 0.01%
511,957
-124,245
919
$31.1M 0.01%
554,869
+6,396
920
$31M 0.01%
503,177
-102,012
921
$30.8M 0.01%
364,225
-211,564
922
$30.7M 0.01%
797,935
+552
923
$30.7M 0.01%
1,893,496
-654,820
924
$30.6M 0.01%
553,800
+140,470
925
$30.5M 0.01%
1,256,255
-77,574