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
1126
$20.7M 0.01%
646,467
+9,400
1127
$20.6M 0.01%
627,021
-64,376
1128
$20.6M 0.01%
9,125,094
-8,483,535
1129
$20.6M 0.01%
1,014,562
+23,776
1130
$20.6M 0.01%
960,843
+53,430
1131
$20.5M 0.01%
240,006
+50,965
1132
$20.5M 0.01%
654,665
-4,783
1133
$20.5M 0.01%
194,822
-351,410
1134
$20.4M 0.01%
562,676
+426,996
1135
$20.4M 0.01%
1,632,895
-14,195
1136
$20.3M 0.01%
1,028,185
+15,237
1137
$20.3M 0.01%
623,033
-488,450
1138
$20.3M 0.01%
279,039
+93,739
1139
$20.3M 0.01%
912,498
-76,818
1140
$20.3M 0.01%
+1,293,353
1141
$20.2M 0.01%
785,571
+577,884
1142
$20.2M 0.01%
585,769
+104,784
1143
$20.2M 0.01%
134,563
+4,123
1144
$20.1M 0.01%
328,590
+34,710
1145
$20.1M 0.01%
438,502
-160,800
1146
$20M 0.01%
1,335,428
-43,501
1147
$20M 0.01%
259,452
-8,823
1148
$20M 0.01%
1,806,083
+14,359
1149
$20M 0.01%
356,709
+118,011
1150
$19.9M 0.01%
861,612
-165,706