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
926
$30.5M 0.01%
1,223,425
-64,336
927
$30.3M 0.01%
613,419
+29,127
928
$30.3M 0.01%
537,950
-140,134
929
$30.3M 0.01%
657,223
+257,193
930
$30.2M 0.01%
329,090
-20,951
931
$30.1M 0.01%
3,323,716
-33,740
932
$30.1M 0.01%
2,321,931
-71,329
933
$30.1M 0.01%
591,813
-110,845
934
$30M 0.01%
5,366,938
-11,205
935
$30M 0.01%
909,643
-6,788
936
$29.8M 0.01%
316,692
-38,788
937
$29.6M 0.01%
1,304,678
-62,858
938
$29.6M 0.01%
4,746,990
-816,640
939
$29.6M 0.01%
3,014,254
-53,426
940
$29.4M 0.01%
435,364
-149,360
941
$29.4M 0.01%
239,234
-29,160
942
$29.4M 0.01%
410,910
+6,324
943
$29.4M 0.01%
26,899
-930
944
$29.4M 0.01%
2,371,889
+1,588,537
945
$29.3M 0.01%
34,932
-2,678
946
$29.3M 0.01%
980,392
+28,913
947
$29.2M 0.01%
677,908
-19,454
948
$29.1M 0.01%
2,313,543
+46,333
949
$29.1M 0.01%
1,566,962
-5,849
950
$29.1M 0.01%
+1,257,915