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
1101
$21.4M 0.01%
791,190
+548,193
1102
$21.4M 0.01%
850,509
+50,670
1103
$21.3M 0.01%
278,061
+59,822
1104
$21.3M 0.01%
1,639,016
-36,139
1105
$21.3M 0.01%
566,872
-80,294
1106
$21.3M 0.01%
1,151,771
-7,018,038
1107
$21.2M 0.01%
639,743
-12,696
1108
$21.2M 0.01%
+3,014,465
1109
$21.2M 0.01%
1,703,331
-579,140
1110
$21.1M 0.01%
548,384
-280,662
1111
$21.1M 0.01%
890,436
-34,700
1112
$21.1M 0.01%
1,939,638
-38,875
1113
$21.1M 0.01%
386,840
+170,109
1114
$21.1M 0.01%
2,856,314
-1,963,443
1115
$21M 0.01%
761,176
+81,226
1116
$21M 0.01%
855,098
-64,657
1117
$21M 0.01%
875,400
+13,923
1118
$21M 0.01%
240,484
+104,333
1119
$21M 0.01%
1,316,776
-41,280
1120
$20.9M 0.01%
1,449,270
+1,260,868
1121
$20.9M 0.01%
7,545,365
-772,548
1122
$20.8M 0.01%
297,263
+32,175
1123
$20.8M 0.01%
370,416
+41,338
1124
$20.7M 0.01%
381,139
-147
1125
$20.7M 0.01%
1,716,158
+630,495