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
1826
$5.15M ﹤0.01%
153,756
-161,806
1827
$5.14M ﹤0.01%
225,919
-2,315,401
1828
$5.14M ﹤0.01%
68,808
-42,461
1829
$5.11M ﹤0.01%
133,412
-5,400
1830
$5.1M ﹤0.01%
114,713
-44,244
1831
$5.09M ﹤0.01%
16,102
+5,717
1832
$5.09M ﹤0.01%
491,324
-1,750
1833
$5.08M ﹤0.01%
163,950
-20,275
1834
$5.04M ﹤0.01%
81,853
+3,632
1835
$5.04M ﹤0.01%
143,767
+32,822
1836
$5.02M ﹤0.01%
761,917
-6,204,084
1837
$5.01M ﹤0.01%
253,756
-4,825
1838
$5.01M ﹤0.01%
183,378
+9,694
1839
$4.99M ﹤0.01%
+107,888
1840
$4.99M ﹤0.01%
1,516,929
+616,094
1841
$4.99M ﹤0.01%
125,491
-23,666
1842
$4.99M ﹤0.01%
+487,256
1843
$4.98M ﹤0.01%
110,766
+60,666
1844
$4.96M ﹤0.01%
1,288,400
-111,450
1845
$4.96M ﹤0.01%
92,514
+17,839
1846
$4.92M ﹤0.01%
239,812
+3,987
1847
$4.9M ﹤0.01%
41,754
-22,092
1848
$4.88M ﹤0.01%
192,913
+13,565
1849
$4.87M ﹤0.01%
470,670
1850
$4.87M ﹤0.01%
62,102
-190,280