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
1801
$5.43M ﹤0.01%
+321,687
1802
$5.4M ﹤0.01%
603,172
-506,977
1803
$5.4M ﹤0.01%
344,675
-14,034
1804
$5.39M ﹤0.01%
77,641
+8,054
1805
$5.39M ﹤0.01%
83,997
-60,654
1806
$5.36M ﹤0.01%
1,088,600
-61,035
1807
$5.36M ﹤0.01%
201,693
+2,486
1808
$5.36M ﹤0.01%
196,174
+18,035
1809
$5.35M ﹤0.01%
+594,675
1810
$5.35M ﹤0.01%
57,934
-8,745
1811
$5.34M ﹤0.01%
2,871,405
-1,550,796
1812
$5.32M ﹤0.01%
114,668
-5,790
1813
$5.31M ﹤0.01%
94,593
-208
1814
$5.29M ﹤0.01%
256,556
-2,007
1815
$5.29M ﹤0.01%
99,108
+4,196
1816
$5.29M ﹤0.01%
320,400
+4,493
1817
$5.29M ﹤0.01%
+195,938
1818
$5.28M ﹤0.01%
919,372
+51,951
1819
$5.25M ﹤0.01%
5,838
-20
1820
$5.22M ﹤0.01%
377,968
-271,040
1821
$5.22M ﹤0.01%
351,477
+29,138
1822
$5.22M ﹤0.01%
155,464
-18,412
1823
$5.21M ﹤0.01%
20,169
+300
1824
$5.18M ﹤0.01%
318,103
+160,325
1825
$5.16M ﹤0.01%
490,363
-12,452