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
1701
$6.69M ﹤0.01%
157,783
-42,980
1702
$6.68M ﹤0.01%
558,670
-7,127
1703
$6.67M ﹤0.01%
435,107
-205,144
1704
$6.63M ﹤0.01%
568,289
+129,765
1705
$6.63M ﹤0.01%
2,223,025
+785,346
1706
$6.62M ﹤0.01%
233,214
-6,033
1707
$6.62M ﹤0.01%
130,002
-10,619
1708
$6.6M ﹤0.01%
684,891
+126,933
1709
$6.59M ﹤0.01%
356,645
+70,211
1710
$6.59M ﹤0.01%
190,490
-362,784
1711
$6.56M ﹤0.01%
346,414
+307,893
1712
$6.56M ﹤0.01%
280,405
+115,203
1713
$6.54M ﹤0.01%
206,713
-12,200
1714
$6.52M ﹤0.01%
227,819
-76,098
1715
$6.51M ﹤0.01%
213,833
1716
$6.49M ﹤0.01%
180,435
+72,275
1717
$6.49M ﹤0.01%
204,765
+2,825
1718
$6.49M ﹤0.01%
189,358
+1,602
1719
$6.46M ﹤0.01%
58,386
+13,555
1720
$6.46M ﹤0.01%
479,928
-1,006,871
1721
$6.45M ﹤0.01%
+492,628
1722
$6.44M ﹤0.01%
137,829
-2,239
1723
$6.43M ﹤0.01%
176,930
-14,094
1724
$6.42M ﹤0.01%
275,774
-153,856
1725
$6.42M ﹤0.01%
132,024
+61,597