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
1026
$24.9M 0.01%
187,341
+105,439
1027
$24.9M 0.01%
1,097,697
+614,415
1028
$24.8M 0.01%
3,158,892
+1,475,992
1029
$24.7M 0.01%
376,584
+26,139
1030
$24.7M 0.01%
9,683,503
-2,070,127
1031
$24.7M 0.01%
108,039
-32,712
1032
$24.7M 0.01%
943,530
-80,108
1033
$24.6M 0.01%
660,386
+9,338
1034
$24.6M 0.01%
1,318,231
-57,566
1035
$24.5M 0.01%
260,495
-7,618
1036
$24.4M 0.01%
1,060,173
+82,991
1037
$24.3M 0.01%
492,378
1038
$24.2M 0.01%
399,060
+101,817
1039
$24.1M 0.01%
314,229
-75,514
1040
$24.1M 0.01%
489,108
1041
$24.1M 0.01%
+2,183,251
1042
$24M 0.01%
224,520
+3,294
1043
$24M 0.01%
301,540
+67,824
1044
$23.9M 0.01%
1,918,999
+1,871,214
1045
$23.9M 0.01%
810,331
+39,115
1046
$23.9M 0.01%
260,607
-69,363
1047
$23.8M 0.01%
729,772
-369,942
1048
$23.8M 0.01%
1,417,809
+1,538
1049
$23.8M 0.01%
356,334
+57,817
1050
$23.7M 0.01%
932,030
+3,125