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
2401
$1.34M ﹤0.01%
24,892
-570
2402
$1.34M ﹤0.01%
25,113
+1,279
2403
$1.34M ﹤0.01%
+52,361
2404
$1.34M ﹤0.01%
+132,854
2405
$1.34M ﹤0.01%
279,000
-39,294
2406
$1.33M ﹤0.01%
66,138
-35,264
2407
$1.33M ﹤0.01%
73,858
-158,663
2408
$1.33M ﹤0.01%
70,400
-2,032
2409
$1.33M ﹤0.01%
25,990
+2,895
2410
$1.32M ﹤0.01%
53,260
-53,540
2411
$1.32M ﹤0.01%
28,640
-4,902
2412
$1.32M ﹤0.01%
30,934
-3,596
2413
$1.32M ﹤0.01%
70,919
-24,972
2414
$1.31M ﹤0.01%
15,670
-170
2415
$1.31M ﹤0.01%
30,000
2416
$1.3M ﹤0.01%
96,202
-10,016
2417
$1.3M ﹤0.01%
110,396
+1,600
2418
$1.3M ﹤0.01%
162,100
-7,600
2419
$1.3M ﹤0.01%
1,697,748
-892,247
2420
$1.3M ﹤0.01%
22,175
+6,125
2421
$1.29M ﹤0.01%
59,304
-4,450
2422
$1.29M ﹤0.01%
89,420
+64,670
2423
$1.29M ﹤0.01%
51,115
-159
2424
$1.28M ﹤0.01%
+66,866
2425
$1.27M ﹤0.01%
34,665
-1,692