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
1676
$7.09M ﹤0.01%
437,293
1677
$7.07M ﹤0.01%
2,618,282
+318,772
1678
$7.06M ﹤0.01%
168,008
+55,318
1679
$7.04M ﹤0.01%
79,729
+60
1680
$7.04M ﹤0.01%
570,740
-25,032
1681
$7.03M ﹤0.01%
187,975
-7,300
1682
$7.02M ﹤0.01%
349,282
-3,118
1683
$7.01M ﹤0.01%
181,944
-1,493,241
1684
$7.01M ﹤0.01%
196,820
-9,199
1685
$7.01M ﹤0.01%
726,469
+471,139
1686
$6.99M ﹤0.01%
208,545
-788,521
1687
$6.95M ﹤0.01%
54,787
+14,350
1688
$6.94M ﹤0.01%
644,210
+613,474
1689
$6.91M ﹤0.01%
230,314
-4,299
1690
$6.89M ﹤0.01%
262,914
-122,372
1691
$6.85M ﹤0.01%
1,151,239
+673,972
1692
$6.83M ﹤0.01%
343,792
-5,150
1693
$6.8M ﹤0.01%
209,926
+46,566
1694
$6.79M ﹤0.01%
109,062
+8,392
1695
$6.79M ﹤0.01%
80,433
-14,199
1696
$6.74M ﹤0.01%
90,350
-37,730
1697
$6.73M ﹤0.01%
253,817
-580,047
1698
$6.71M ﹤0.01%
186,404
+7,876
1699
$6.71M ﹤0.01%
172,324
-25,900
1700
$6.7M ﹤0.01%
790,182
+218,686