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
1951
$3.9M ﹤0.01%
109,858
-1,510
1952
$3.9M ﹤0.01%
232,627
-14,738
1953
$3.87M ﹤0.01%
228,439
-13,034
1954
$3.87M ﹤0.01%
957,611
+17,541
1955
$3.85M ﹤0.01%
130,425
+377
1956
$3.84M ﹤0.01%
68,543
+6,159
1957
$3.83M ﹤0.01%
112,999
+42,592
1958
$3.83M ﹤0.01%
22,924
+1,961
1959
$3.81M ﹤0.01%
11,924
-40
1960
$3.8M ﹤0.01%
42,644
-9,110
1961
$3.79M ﹤0.01%
331,344
-19,612
1962
$3.79M ﹤0.01%
297,259
+4,100
1963
$3.79M ﹤0.01%
95,000
-4,300
1964
$3.77M ﹤0.01%
305,888
+211,192
1965
$3.76M ﹤0.01%
134,932
1966
$3.76M ﹤0.01%
46,797
-54,807
1967
$3.75M ﹤0.01%
330,074
+20,795
1968
$3.73M ﹤0.01%
34,336
+455
1969
$3.73M ﹤0.01%
180,032
+3,534
1970
$3.71M ﹤0.01%
32,825
+26,188
1971
$3.71M ﹤0.01%
265,500
-8,000
1972
$3.71M ﹤0.01%
170,776
+30,456
1973
$3.69M ﹤0.01%
26,839
+827
1974
$3.69M ﹤0.01%
203,629
-195,164
1975
$3.67M ﹤0.01%
+570,612