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
1451
$11.5M ﹤0.01%
527,770
+16,253
1452
$11.5M ﹤0.01%
298,663
+7,701
1453
$11.4M ﹤0.01%
147,320
+52,358
1454
$11.4M ﹤0.01%
1,757,547
+357,666
1455
$11.3M ﹤0.01%
179,809
-865
1456
$11.3M ﹤0.01%
106,881
+83,050
1457
$11.3M ﹤0.01%
464,898
+8,562
1458
$11.3M ﹤0.01%
494,911
+181,266
1459
$11.3M ﹤0.01%
174,859
-35,033
1460
$11.3M ﹤0.01%
873,692
-535,857
1461
$11.3M ﹤0.01%
783,537
-243,390
1462
$11.2M ﹤0.01%
928,520
+12,586
1463
$11.2M ﹤0.01%
513,874
+171,537
1464
$11.2M ﹤0.01%
361,246
-530,029
1465
$11.1M ﹤0.01%
698,894
+10,365
1466
$11.1M ﹤0.01%
576,501
+16,015
1467
$11.1M ﹤0.01%
662,042
-2,006,758
1468
$11M ﹤0.01%
276,068
-26,559
1469
$11M ﹤0.01%
360,032
+29,325
1470
$11M ﹤0.01%
276,294
-1,944
1471
$11M ﹤0.01%
1,124,429
+701,429
1472
$11M ﹤0.01%
802,353
+110,967
1473
$11M ﹤0.01%
413,183
-15,705
1474
$11M ﹤0.01%
423,093
-35,043
1475
$11M ﹤0.01%
217,081
+141,473