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
1476
$10.9M ﹤0.01%
674,820
+344,027
1477
$10.9M ﹤0.01%
198,716
-5,208
1478
$10.9M ﹤0.01%
137,688
-14,957
1479
$10.9M ﹤0.01%
236,601
-119,880
1480
$10.9M ﹤0.01%
502,022
+48,346
1481
$10.9M ﹤0.01%
248,576
+229,206
1482
$10.9M ﹤0.01%
395,700
+8,480
1483
$10.8M ﹤0.01%
440,802
+204,243
1484
$10.8M ﹤0.01%
464,344
+30,156
1485
$10.8M ﹤0.01%
409,852
-26,227
1486
$10.8M ﹤0.01%
775,895
-27,054
1487
$10.8M ﹤0.01%
408,287
+244,061
1488
$10.8M ﹤0.01%
198,278
+155,243
1489
$10.8M ﹤0.01%
869,416
-109,191
1490
$10.7M ﹤0.01%
1,220,162
-3,538
1491
$10.7M ﹤0.01%
199,749
+13,113
1492
$10.7M ﹤0.01%
139,543
-17,854
1493
$10.6M ﹤0.01%
3,757
+760
1494
$10.6M ﹤0.01%
316,610
-53,296
1495
$10.6M ﹤0.01%
223,883
-9,801
1496
$10.6M ﹤0.01%
373,628
-30,536
1497
$10.6M ﹤0.01%
614,566
+49,214
1498
$10.5M ﹤0.01%
419,607
+71,932
1499
$10.5M ﹤0.01%
318,167
-89,333
1500
$10.5M ﹤0.01%
244,106
-3,290