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
1151
$19.9M 0.01%
464,140
-112,645
1152
$19.8M 0.01%
401,110
+4,038
1153
$19.8M 0.01%
160,707
+101,919
1154
$19.8M 0.01%
1,399,226
+146,728
1155
$19.7M ﹤0.01%
936,581
-192,515
1156
$19.6M ﹤0.01%
479,882
+369,323
1157
$19.6M ﹤0.01%
266,885
-248,130
1158
$19.6M ﹤0.01%
408,079
+23,674
1159
$19.5M ﹤0.01%
162,148
-14,008
1160
$19.5M ﹤0.01%
556,634
+369,249
1161
$19.5M ﹤0.01%
256,268
+85,623
1162
$19.5M ﹤0.01%
5,919,736
+1,192,236
1163
$19.5M ﹤0.01%
625,057
+60,753
1164
$19.5M ﹤0.01%
477,000
1165
$19.4M ﹤0.01%
253,313
+36
1166
$19.4M ﹤0.01%
2,109,782
-1,708,194
1167
$19.3M ﹤0.01%
415,209
+550
1168
$19.3M ﹤0.01%
+2,266,395
1169
$19.3M ﹤0.01%
414,651
+75,408
1170
$19.2M ﹤0.01%
1,609,428
-59,750
1171
$19.2M ﹤0.01%
1,068,396
-66,370
1172
$19.2M ﹤0.01%
1,157,081
+30,807
1173
$19.2M ﹤0.01%
3,801,317
-7,275
1174
$19.2M ﹤0.01%
886,477
-36,500
1175
$19.2M ﹤0.01%
506,414
-13,034