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
1076
$22.6M 0.01%
286,189
-100,769
1077
$22.6M 0.01%
526,640
+519,444
1078
$22.6M 0.01%
2,635,858
-54,107
1079
$22.5M 0.01%
24,833
+19,709
1080
$22.5M 0.01%
327,134
+38,835
1081
$22.4M 0.01%
450,407
+369,930
1082
$22.4M 0.01%
434,156
+121,556
1083
$22.4M 0.01%
493,308
+50,343
1084
$22.1M 0.01%
897,637
+476,587
1085
$22.1M 0.01%
192,459
-29,377
1086
$21.9M 0.01%
540,067
+1,235
1087
$21.9M 0.01%
829,004
+715,038
1088
$21.9M 0.01%
2,839,121
+28,751
1089
$21.9M 0.01%
1,883,497
+1,561,967
1090
$21.8M 0.01%
1,228,860
+244,747
1091
$21.8M 0.01%
1,166,028
+136,448
1092
$21.7M 0.01%
1,622,220
+337,222
1093
$21.7M 0.01%
1,396,012
+1,097,792
1094
$21.7M 0.01%
635,517
+362,963
1095
$21.7M 0.01%
2,026,128
-3,195
1096
$21.7M 0.01%
5,509,485
+1,018,314
1097
$21.6M 0.01%
897,141
-176,207
1098
$21.5M 0.01%
354,359
-17,735
1099
$21.5M 0.01%
1,078,813
+130,529
1100
$21.4M 0.01%
166,840
+72,107