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
2176
$2.28M ﹤0.01%
73,550
-9,693
2177
$2.27M ﹤0.01%
35,483
+8,509
2178
$2.27M ﹤0.01%
80,118
-3,911,671
2179
$2.27M ﹤0.01%
+73,850
2180
$2.25M ﹤0.01%
69,708
-434,546
2181
$2.24M ﹤0.01%
80,423
-3,400
2182
$2.23M ﹤0.01%
173,225
+2,600
2183
$2.22M ﹤0.01%
67,480
-63,523
2184
$2.21M ﹤0.01%
+38,754
2185
$2.21M ﹤0.01%
103,037
-809,867
2186
$2.21M ﹤0.01%
151,373
+2,225
2187
$2.2M ﹤0.01%
21,858
-9,251
2188
$2.2M ﹤0.01%
66,870
-2,100
2189
$2.19M ﹤0.01%
+228,569
2190
$2.19M ﹤0.01%
76,215
-6,235
2191
$2.18M ﹤0.01%
+113,355
2192
$2.18M ﹤0.01%
135,100
-9,685
2193
$2.18M ﹤0.01%
237,160
+41,646
2194
$2.18M ﹤0.01%
103,558
+1,500
2195
$2.17M ﹤0.01%
15,660
-20,476
2196
$2.17M ﹤0.01%
333,480
-69,525
2197
$2.17M ﹤0.01%
47,943
+13,761
2198
$2.15M ﹤0.01%
112,504
-12,355
2199
$2.15M ﹤0.01%
30,727
-2,154
2200
$2.15M ﹤0.01%
178,642
-6,200