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
1526
$10M ﹤0.01%
531,261
-216,174
1527
$10M ﹤0.01%
199,588
1528
$10M ﹤0.01%
+912,143
1529
$10M ﹤0.01%
1,950
-263
1530
$10M ﹤0.01%
530,054
-121,898
1531
$9.98M ﹤0.01%
875,820
+13,192
1532
$9.97M ﹤0.01%
352,512
+30,586
1533
$9.96M ﹤0.01%
285,027
+1,622
1534
$9.94M ﹤0.01%
458,087
-91,851
1535
$9.88M ﹤0.01%
481,268
+221,560
1536
$9.84M ﹤0.01%
353,967
+63,161
1537
$9.83M ﹤0.01%
455,459
+68,322
1538
$9.82M ﹤0.01%
39,407
-3,298
1539
$9.81M ﹤0.01%
190,484
-1,835
1540
$9.78M ﹤0.01%
158,290
-193,452
1541
$9.78M ﹤0.01%
28,830
-34,110
1542
$9.77M ﹤0.01%
23,274
+8,568
1543
$9.77M ﹤0.01%
1,588,282
-25,994
1544
$9.73M ﹤0.01%
408,405
-19,100
1545
$9.72M ﹤0.01%
720,505
+153,194
1546
$9.62M ﹤0.01%
575,100
+775
1547
$9.61M ﹤0.01%
+984,282
1548
$9.58M ﹤0.01%
80,073
-84,529
1549
$9.57M ﹤0.01%
354,394
+8,030
1550
$9.51M ﹤0.01%
558,628
-207,692