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
2201
$2.14M ﹤0.01%
238,225
+161,677
2202
$2.13M ﹤0.01%
46,079
+19,947
2203
$2.13M ﹤0.01%
85,796
-2,251
2204
$2.13M ﹤0.01%
+81,400
2205
$2.12M ﹤0.01%
142,455
+2,184
2206
$2.1M ﹤0.01%
60,687
-5,246
2207
$2.1M ﹤0.01%
+13,725
2208
$2.1M ﹤0.01%
34,761
-208,294
2209
$2.09M ﹤0.01%
79,250
-12,273
2210
$2.08M ﹤0.01%
+321,372
2211
$2.08M ﹤0.01%
209,408
-38,490
2212
$2.08M ﹤0.01%
93,132
+4,487
2213
$2.07M ﹤0.01%
104,200
-5,100
2214
$2.07M ﹤0.01%
45,484
-34,502
2215
$2.06M ﹤0.01%
10,478
+2,890
2216
$2.06M ﹤0.01%
192,079
-2,106,391
2217
$2.06M ﹤0.01%
46,758
-204
2218
$2.05M ﹤0.01%
80,967
+1,267
2219
$2.05M ﹤0.01%
140,200
-18,797
2220
$2.04M ﹤0.01%
61,691
-4,448
2221
$2.04M ﹤0.01%
525,825
+18,638
2222
$2.04M ﹤0.01%
80,654
-11,234
2223
$2.04M ﹤0.01%
145,016
+105,434
2224
$2.02M ﹤0.01%
92,694
+4,682
2225
$2.02M ﹤0.01%
37,618
-3,142