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
1751
$5.96M ﹤0.01%
358,752
+140,278
1752
$5.94M ﹤0.01%
235,951
-3,430
1753
$5.93M ﹤0.01%
109,174
+14,199
1754
$5.92M ﹤0.01%
500,800
-3,200
1755
$5.92M ﹤0.01%
360,561
+17,733
1756
$5.91M ﹤0.01%
384,983
-10,658
1757
$5.9M ﹤0.01%
+320,261
1758
$5.89M ﹤0.01%
9,711
-1,054
1759
$5.87M ﹤0.01%
217,074
+35,798
1760
$5.87M ﹤0.01%
86,223
-9,975
1761
$5.86M ﹤0.01%
132,622
+27,852
1762
$5.86M ﹤0.01%
276,435
-52,714
1763
$5.83M ﹤0.01%
66,208
-32,407
1764
$5.82M ﹤0.01%
63,279
-256,566
1765
$5.82M ﹤0.01%
2,682,340
+32,550
1766
$5.8M ﹤0.01%
78,822
-6,780
1767
$5.79M ﹤0.01%
1,022,095
-133,225
1768
$5.79M ﹤0.01%
83,123
+20,101
1769
$5.79M ﹤0.01%
133,970
-40,489
1770
$5.75M ﹤0.01%
1,130,735
-2,440,737
1771
$5.74M ﹤0.01%
521,850
-18,100
1772
$5.73M ﹤0.01%
1,860,797
+1,467,897
1773
$5.7M ﹤0.01%
1,221,289
+191,948
1774
$5.7M ﹤0.01%
201,977
+43,007
1775
$5.7M ﹤0.01%
212,391
-47,646