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
76
$994M 0.25%
5,516,891
-1,127,222
77
$990M 0.25%
10,536,606
+5,148,994
78
$987M 0.25%
11,223,225
+533,059
79
$987M 0.25%
17,792,420
-646,967
80
$983M 0.25%
16,371,261
-1,079,974
81
$973M 0.24%
8,099,563
+374,538
82
$952M 0.24%
8,435,433
+220,647
83
$949M 0.24%
13,144,713
+125,026
84
$943M 0.24%
15,567,541
+2,149,726
85
$938M 0.24%
15,634,547
+5,743,369
86
$934M 0.23%
26,007,265
+549,306
87
$923M 0.23%
4,841,115
+66,466
88
$920M 0.23%
25,936,186
-1,545,382
89
$913M 0.23%
15,692,704
-1,138,834
90
$909M 0.23%
28,768,632
-4,337,561
91
$904M 0.23%
7,102,861
+3,609,300
92
$885M 0.22%
29,076,447
+2,242,004
93
$882M 0.22%
20,304,811
+22,077
94
$882M 0.22%
4,669,927
+1,405,318
95
$878M 0.22%
20,445,442
+524,032
96
$874M 0.22%
43,702,034
+6,939,467
97
$851M 0.21%
7,972,665
+5,172,555
98
$847M 0.21%
54,977,576
+2,231,840
99
$845M 0.21%
4,346,770
-142,261
100
$844M 0.21%
6,395,403
+5,347