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
1376
$13.3M ﹤0.01%
586,337
+213,926
1377
$13.3M ﹤0.01%
364,256
+4,747
1378
$13.2M ﹤0.01%
291,396
+122,572
1379
$13.2M ﹤0.01%
279,037
+3,585
1380
$13.2M ﹤0.01%
431,721
+3,141
1381
$13.2M ﹤0.01%
106,476
+35,564
1382
$13.1M ﹤0.01%
34,471
+134
1383
$13.1M ﹤0.01%
646,605
-5,950
1384
$13.1M ﹤0.01%
1,543,634
+16,795
1385
$13.1M ﹤0.01%
1,567,461
-48,105
1386
$13.1M ﹤0.01%
+435,982
1387
$13M ﹤0.01%
541,350
-36,400
1388
$13M ﹤0.01%
242,538
+35,819
1389
$13M ﹤0.01%
336,600
+135,581
1390
$13M ﹤0.01%
482,897
-35,740
1391
$12.9M ﹤0.01%
406,858
+128,589
1392
$12.9M ﹤0.01%
219,638
-22,144
1393
$12.9M ﹤0.01%
330,963
+46,667
1394
$12.8M ﹤0.01%
688,871
-5,351,950
1395
$12.8M ﹤0.01%
658,707
+219,536
1396
$12.8M ﹤0.01%
2,074,146
+76,344
1397
$12.8M ﹤0.01%
213,000
+13,595
1398
$12.8M ﹤0.01%
350,638
+165,144
1399
$12.8M ﹤0.01%
677,098
+163,975
1400
$12.8M ﹤0.01%
107,803
+9,405