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
1326
$14.6M ﹤0.01%
585,272
+13,122
1327
$14.6M ﹤0.01%
1,431,836
-2,669,440
1328
$14.6M ﹤0.01%
373,873
-163,706
1329
$14.6M ﹤0.01%
+498,061
1330
$14.6M ﹤0.01%
1,148,372
-185,751
1331
$14.5M ﹤0.01%
504,006
+113,507
1332
$14.5M ﹤0.01%
839,944
+38,294
1333
$14.5M ﹤0.01%
478,444
+25,775
1334
$14.4M ﹤0.01%
2,386,614
+199,650
1335
$14.4M ﹤0.01%
516,073
-1,971,212
1336
$14.4M ﹤0.01%
1,077,253
+983,830
1337
$14.3M ﹤0.01%
296,757
+24,628
1338
$14.3M ﹤0.01%
2,718,712
+183,725
1339
$14.3M ﹤0.01%
1,355,266
+929,471
1340
$14.3M ﹤0.01%
352,757
-3,800
1341
$14.2M ﹤0.01%
+1,555,409
1342
$14.2M ﹤0.01%
446,381
+315,541
1343
$14.1M ﹤0.01%
164,436
+69,843
1344
$14.1M ﹤0.01%
658,292
-1,048,981
1345
$14M ﹤0.01%
3,443,488
+2,300,222
1346
$14M ﹤0.01%
491,133
-13,700
1347
$14M ﹤0.01%
161,947
-1,678,335
1348
$13.9M ﹤0.01%
1,101,598
+748,601
1349
$13.9M ﹤0.01%
915,237
+15,811
1350
$13.9M ﹤0.01%
10,474
+3,093