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
176
$533M 0.13%
4,677,143
+441,456
177
$531M 0.13%
21,395,376
+3,807,072
178
$529M 0.13%
11,159,460
-4,325,666
179
$528M 0.13%
2,259,858
+197,699
180
$522M 0.13%
18,905,198
-2,102,699
181
$519M 0.13%
14,198,386
-114,885
182
$515M 0.13%
13,163,616
+6,549,374
183
$514M 0.13%
2,771,676
-640,458
184
$509M 0.13%
7,058,203
-248,342
185
$505M 0.13%
10,014,342
-1,133,133
186
$499M 0.13%
9,204,858
-746,451
187
$494M 0.12%
18,858,747
+3,962,601
188
$494M 0.12%
6,126,778
+5,596,026
189
$491M 0.12%
5,646,479
-943,712
190
$489M 0.12%
11,951,070
+6,061,954
191
$487M 0.12%
9,609,406
-4,586,429
192
$486M 0.12%
8,786,337
+439,027
193
$479M 0.12%
645,795
-52,351
194
$478M 0.12%
14,918,490
+3,915,985
195
$473M 0.12%
2,503,645
+69,515
196
$473M 0.12%
16,702,026
+1,006,623
197
$468M 0.12%
3,385,828
-1,301,098
198
$468M 0.12%
9,906,248
-762,930
199
$467M 0.12%
8,173,526
+775,985
200
$461M 0.12%
5,671,967
+1,652,030