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
101
$838M 0.21%
4,578,956
+187,746
102
$833M 0.21%
23,929,640
+1,948,822
103
$833M 0.21%
19,909,164
-2,174,481
104
$833M 0.21%
6,870,453
+2,215,245
105
$828M 0.21%
12,807,976
-2,180,248
106
$827M 0.21%
8,924,303
+21,450
107
$826M 0.21%
17,535,588
+1,650,783
108
$821M 0.21%
28,934,622
+7,805,481
109
$816M 0.2%
12,256,701
+4,448,552
110
$812M 0.2%
9,387,618
-766,530
111
$812M 0.2%
11,359,158
-511,653
112
$809M 0.2%
4,269,296
+168,900
113
$801M 0.2%
29,485,571
+5,432,010
114
$792M 0.2%
7,792,599
-1,145,508
115
$791M 0.2%
29,898,881
+5,130,887
116
$784M 0.2%
15,661,863
+3,198,845
117
$768M 0.19%
7,850,606
-853,499
118
$766M 0.19%
7,387,268
+818,004
119
$759M 0.19%
14,163,161
-1,903,523
120
$757M 0.19%
19,718,902
-189,672
121
$755M 0.19%
29,214,961
+12,657,190
122
$748M 0.19%
10,790,224
-6,666,614
123
$748M 0.19%
17,522,078
+433,357
124
$744M 0.19%
3,980,434
+1,199,020
125
$738M 0.19%
11,910,039
-2,503,573