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
2076
$2.89M ﹤0.01%
+144,186
2077
$2.88M ﹤0.01%
216,418
+14,608
2078
$2.88M ﹤0.01%
+138,613
2079
$2.88M ﹤0.01%
56,294
-20,116
2080
$2.88M ﹤0.01%
14,482
+9,119
2081
$2.87M ﹤0.01%
3,953
+1,613
2082
$2.86M ﹤0.01%
50,295
+29,477
2083
$2.86M ﹤0.01%
+162,079
2084
$2.84M ﹤0.01%
86,225
+3,675
2085
$2.82M ﹤0.01%
140,600
-11,825
2086
$2.81M ﹤0.01%
100,000
+93,950
2087
$2.81M ﹤0.01%
3
+1
2088
$2.81M ﹤0.01%
49,302
+31,720
2089
$2.8M ﹤0.01%
112,167
+18,556
2090
$2.8M ﹤0.01%
98,800
-2,100
2091
$2.79M ﹤0.01%
339,129
-9,481
2092
$2.79M ﹤0.01%
128,324
+15,488
2093
$2.77M ﹤0.01%
186,597
-900
2094
$2.77M ﹤0.01%
5,559,776
-157,500
2095
$2.77M ﹤0.01%
196,800
+36,895
2096
$2.76M ﹤0.01%
63,113
-21,931
2097
$2.74M ﹤0.01%
97,663
-3,055
2098
$2.74M ﹤0.01%
59,705
-6,547
2099
$2.73M ﹤0.01%
+249,725
2100
$2.72M ﹤0.01%
41,476
-1