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
2151
$2.4M ﹤0.01%
35,734
-3,000
2152
$2.4M ﹤0.01%
107,103
+50,309
2153
$2.4M ﹤0.01%
51,208
-5,103
2154
$2.37M ﹤0.01%
190,437
-20,584
2155
$2.36M ﹤0.01%
147,168
-23,614
2156
$2.36M ﹤0.01%
75,965
-3,979
2157
$2.35M ﹤0.01%
113,375
+47,667
2158
$2.35M ﹤0.01%
+235,750
2159
$2.35M ﹤0.01%
51,334
-25,767
2160
$2.35M ﹤0.01%
2,463,803
+428,729
2161
$2.34M ﹤0.01%
10,932
+670
2162
$2.34M ﹤0.01%
573,006
+13,060
2163
$2.33M ﹤0.01%
+139,068
2164
$2.31M ﹤0.01%
172,683
+120,894
2165
$2.31M ﹤0.01%
76,352
-13,687
2166
$2.31M ﹤0.01%
52,530
-100,865
2167
$2.31M ﹤0.01%
73,025
-8,500
2168
$2.31M ﹤0.01%
147,584
-964,439
2169
$2.3M ﹤0.01%
67,763
+2,660
2170
$2.3M ﹤0.01%
+69,350
2171
$2.29M ﹤0.01%
66,324
+2,376
2172
$2.29M ﹤0.01%
103,999
+61,147
2173
$2.29M ﹤0.01%
151,100
-2,925
2174
$2.28M ﹤0.01%
153,211
+6,815
2175
$2.28M ﹤0.01%
193,515
-8,467