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
1576
$9M ﹤0.01%
465,624
-83,597
1577
$8.96M ﹤0.01%
519,303
+50,148
1578
$8.96M ﹤0.01%
447,948
-181,350
1579
$8.94M ﹤0.01%
317,000
-10,200
1580
$8.89M ﹤0.01%
673,371
+40,702
1581
$8.89M ﹤0.01%
144,983
-5,220
1582
$8.87M ﹤0.01%
914,799
+481,760
1583
$8.87M ﹤0.01%
753,750
-1,108,857
1584
$8.84M ﹤0.01%
506,650
+11,200
1585
$8.8M ﹤0.01%
234,679
+38,892
1586
$8.79M ﹤0.01%
+262,947
1587
$8.78M ﹤0.01%
328,948
+156,259
1588
$8.78M ﹤0.01%
24,187
-2,858
1589
$8.77M ﹤0.01%
98,167
-13
1590
$8.75M ﹤0.01%
262,630
+44,574
1591
$8.74M ﹤0.01%
900,908
+29,996
1592
$8.71M ﹤0.01%
293,717
-156,348
1593
$8.69M ﹤0.01%
548,315
-6,500
1594
$8.68M ﹤0.01%
591,387
-4,826
1595
$8.66M ﹤0.01%
685,281
+328,722
1596
$8.62M ﹤0.01%
261,175
-6,800
1597
$8.59M ﹤0.01%
372,660
+9,342
1598
$8.54M ﹤0.01%
646,200
-5,050
1599
$8.53M ﹤0.01%
93,567
-17,690
1600
$8.52M ﹤0.01%
273,671
+84