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
1976
$3.67M ﹤0.01%
66,834
+47,342
1977
$3.67M ﹤0.01%
93,638
+56,539
1978
$3.66M ﹤0.01%
141,471
+111,544
1979
$3.65M ﹤0.01%
209,380
+2,992
1980
$3.65M ﹤0.01%
240,269
-86,678
1981
$3.63M ﹤0.01%
308,882
-8,200
1982
$3.62M ﹤0.01%
83,737
+8,824
1983
$3.59M ﹤0.01%
77,759
-61,199
1984
$3.58M ﹤0.01%
168,600
-5,800
1985
$3.58M ﹤0.01%
4,301
-717
1986
$3.56M ﹤0.01%
126,893
+60,420
1987
$3.56M ﹤0.01%
174,512
-24,688
1988
$3.56M ﹤0.01%
373,299
+4,830
1989
$3.56M ﹤0.01%
698,747
+293,079
1990
$3.55M ﹤0.01%
196,276
+165,150
1991
$3.55M ﹤0.01%
37,712
-116,201
1992
$3.55M ﹤0.01%
291,674
+159,459
1993
$3.53M ﹤0.01%
189,100
-28,669
1994
$3.52M ﹤0.01%
173,621
+42,598
1995
$3.52M ﹤0.01%
33,828
+17,595
1996
$3.5M ﹤0.01%
43,335
-89,199
1997
$3.5M ﹤0.01%
286,232
+10,992
1998
$3.48M ﹤0.01%
30,114
-45,639
1999
$3.45M ﹤0.01%
38,317
+6,318
2000
$3.41M ﹤0.01%
52,950
-156,469