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
1601
$8.51M ﹤0.01%
79,984
+8,328
1602
$8.5M ﹤0.01%
277,324
+20,315
1603
$8.49M ﹤0.01%
157,010
-32,852
1604
$8.46M ﹤0.01%
226,778
-8,175
1605
$8.45M ﹤0.01%
279,747
-22,341
1606
$8.44M ﹤0.01%
134,001
-3,743
1607
$8.39M ﹤0.01%
82,034
-14,011
1608
$8.38M ﹤0.01%
347,781
-6,075
1609
$8.35M ﹤0.01%
112,269
+248
1610
$8.31M ﹤0.01%
278,071
+330
1611
$8.26M ﹤0.01%
984,067
-389,975
1612
$8.24M ﹤0.01%
204,110
-35,142
1613
$8.24M ﹤0.01%
219,922
-65,875
1614
$8.18M ﹤0.01%
264,828
+3,448
1615
$8.12M ﹤0.01%
75,734
-50,660
1616
$8.1M ﹤0.01%
133,200
1617
$8.03M ﹤0.01%
211,076
+75,197
1618
$8.01M ﹤0.01%
47,710
+21,170
1619
$8.01M ﹤0.01%
109,068
-11,260
1620
$7.97M ﹤0.01%
158,073
-41,942
1621
$7.96M ﹤0.01%
116,862
-5,751
1622
$7.96M ﹤0.01%
59,118
+3,697
1623
$7.94M ﹤0.01%
232,005
+79,838
1624
$7.94M ﹤0.01%
165,100
-80,000
1625
$7.93M ﹤0.01%
188,822
-58,068