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
1401
$12.8M ﹤0.01%
113,187
-4,525
1402
$12.7M ﹤0.01%
326,094
-20,261
1403
$12.7M ﹤0.01%
342,586
-1,545
1404
$12.7M ﹤0.01%
1,259,980
+993,973
1405
$12.7M ﹤0.01%
926,917
-47,747
1406
$12.7M ﹤0.01%
392,341
-96,977
1407
$12.5M ﹤0.01%
331,226
+10,602
1408
$12.5M ﹤0.01%
828,367
+441,801
1409
$12.5M ﹤0.01%
29,314
+2,283
1410
$12.5M ﹤0.01%
381,304
+301,515
1411
$12.4M ﹤0.01%
304,316
-90
1412
$12.4M ﹤0.01%
197,972
+71,843
1413
$12.4M ﹤0.01%
725,534
-1,003,256
1414
$12.3M ﹤0.01%
35,623
-634
1415
$12.3M ﹤0.01%
489,087
+310,929
1416
$12.3M ﹤0.01%
393,874
+76,936
1417
$12.3M ﹤0.01%
207,716
-15,665
1418
$12.3M ﹤0.01%
6,065,636
+4,840,585
1419
$12.2M ﹤0.01%
259,174
-105,050
1420
$12.2M ﹤0.01%
836,000
-19,300
1421
$12.2M ﹤0.01%
1,943,484
-1,943,484
1422
$12.2M ﹤0.01%
281,195
+4,250
1423
$12.1M ﹤0.01%
371,309
-132,495
1424
$12.1M ﹤0.01%
114,069
-145,989
1425
$12.1M ﹤0.01%
1,314,335
+124,931