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
2226
$2.02M ﹤0.01%
45,773
-25,177
2227
$2.01M ﹤0.01%
84,225
-8,026
2228
$2.01M ﹤0.01%
57,700
-2,700
2229
$2.01M ﹤0.01%
99,722
-6,000
2230
$2M ﹤0.01%
55,045
-5,825
2231
$1.98M ﹤0.01%
106,350
-95,500
2232
$1.98M ﹤0.01%
54,708
+19,944
2233
$1.97M ﹤0.01%
117,910
-120
2234
$1.97M ﹤0.01%
39,541
+9,775
2235
$1.96M ﹤0.01%
67,734
-4,304
2236
$1.96M ﹤0.01%
62,500
-1,500
2237
$1.96M ﹤0.01%
313,236
-50,394
2238
$1.96M ﹤0.01%
151,950
+70,652
2239
$1.95M ﹤0.01%
45,143
-4,623
2240
$1.94M ﹤0.01%
+36,128
2241
$1.94M ﹤0.01%
140,406
-99,172
2242
$1.94M ﹤0.01%
62,455
+894
2243
$1.94M ﹤0.01%
127,843
+40,792
2244
$1.93M ﹤0.01%
1,223,128
-630,600
2245
$1.93M ﹤0.01%
110,884
+950
2246
$1.92M ﹤0.01%
61,166
+29,658
2247
$1.91M ﹤0.01%
2,482,986
+201,796
2248
$1.91M ﹤0.01%
26,976
+114
2249
$1.9M ﹤0.01%
273,129
-232,977
2250
$1.9M ﹤0.01%
71,385
-4,247