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
1226
$17.6M ﹤0.01%
+845,167
1227
$17.6M ﹤0.01%
334,265
+23,582
1228
$17.6M ﹤0.01%
470,834
+54,858
1229
$17.6M ﹤0.01%
581,286
-30,801
1230
$17.5M ﹤0.01%
365,222
+9,199
1231
$17.4M ﹤0.01%
1,444,525
+119,050
1232
$17.4M ﹤0.01%
156,969
+45,876
1233
$17.3M ﹤0.01%
379,854
+1,709
1234
$17.3M ﹤0.01%
1,041,855
+38,570
1235
$17.3M ﹤0.01%
1,227,136
+762,900
1236
$17.3M ﹤0.01%
208,494
+83,944
1237
$17.3M ﹤0.01%
686,946
+2,188
1238
$17.3M ﹤0.01%
494,993
+2,095
1239
$17.2M ﹤0.01%
68,170
+4,490
1240
$17.2M ﹤0.01%
335,326
-11,300
1241
$17.2M ﹤0.01%
342,685
-96,532
1242
$17.2M ﹤0.01%
283,556
+27,722
1243
$17.1M ﹤0.01%
337,004
+5,129
1244
$17.1M ﹤0.01%
802,525
-25,200
1245
$17.1M ﹤0.01%
835,827
-1,724,605
1246
$17.1M ﹤0.01%
249,011
-4,542
1247
$17M ﹤0.01%
639,827
+141,801
1248
$17M ﹤0.01%
423,550
+162,100
1249
$16.9M ﹤0.01%
2,187,294
-1,812,978
1250
$16.9M ﹤0.01%
1,794,746
+355,370