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
1051
$23.7M 0.01%
745,294
+417,166
1052
$23.6M 0.01%
2,491,063
-547,851
1053
$23.5M 0.01%
784,454
+74,886
1054
$23.4M 0.01%
2,391,646
+846,202
1055
$23.4M 0.01%
875,543
+145,207
1056
$23.4M 0.01%
973,984
+4,090
1057
$23.3M 0.01%
719,324
-150,826
1058
$23.2M 0.01%
474,709
+193,122
1059
$23.2M 0.01%
2,498,143
+839,373
1060
$23.2M 0.01%
621,226
-29,998
1061
$23.2M 0.01%
2,517,434
-663,420
1062
$23.1M 0.01%
1,168,407
-12,411,748
1063
$23.1M 0.01%
3,665,740
-982,155
1064
$23.1M 0.01%
211,534
-2,247
1065
$23.1M 0.01%
816,670
-10,100
1066
$23M 0.01%
1,747,125
+1,240,081
1067
$23M 0.01%
62,298
+61,832
1068
$23M 0.01%
1,063,612
+392
1069
$23M 0.01%
1,313,759
+426,609
1070
$22.9M 0.01%
460,672
+46,091
1071
$22.9M 0.01%
1,081,925
+233,810
1072
$22.9M 0.01%
1,061,625
+502,775
1073
$22.8M 0.01%
799,745
+544,093
1074
$22.8M 0.01%
650,595
+335,822
1075
$22.7M 0.01%
779,652
-23,715