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
2301
$1.7M ﹤0.01%
46,492
+8,606
2302
$1.69M ﹤0.01%
58,589
+30,680
2303
$1.69M ﹤0.01%
173,100
-58,900
2304
$1.69M ﹤0.01%
41,693
-6,419
2305
$1.68M ﹤0.01%
10,538
+2,698
2306
$1.68M ﹤0.01%
20,084
-4,381
2307
$1.68M ﹤0.01%
46,502
-115,008
2308
$1.67M ﹤0.01%
+206,000
2309
$1.67M ﹤0.01%
72,070
-421
2310
$1.67M ﹤0.01%
64,952
+50,511
2311
$1.66M ﹤0.01%
+51,633
2312
$1.66M ﹤0.01%
38,172
+4,680
2313
$1.65M ﹤0.01%
65,000
2314
$1.65M ﹤0.01%
96,818
+31,082
2315
$1.64M ﹤0.01%
29,464
-3,411
2316
$1.63M ﹤0.01%
+212,554
2317
$1.63M ﹤0.01%
24,783
-344
2318
$1.62M ﹤0.01%
139,358
+18,377
2319
$1.62M ﹤0.01%
200,454
+100,960
2320
$1.62M ﹤0.01%
79,220
+62,400
2321
$1.62M ﹤0.01%
66,958
-10,842
2322
$1.61M ﹤0.01%
171,235
+37,880
2323
$1.61M ﹤0.01%
89,775
-131,790
2324
$1.61M ﹤0.01%
68,536
+21,898
2325
$1.61M ﹤0.01%
267,975
+1