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
2451
$1.2M ﹤0.01%
28,816
-185,234
2452
$1.2M ﹤0.01%
66,341
-2,653
2453
$1.2M ﹤0.01%
83,700
-70,031
2454
$1.2M ﹤0.01%
23,650
-2,744
2455
$1.2M ﹤0.01%
88,032
-350
2456
$1.2M ﹤0.01%
102,245
-23,829
2457
$1.2M ﹤0.01%
22,212
-4,143
2458
$1.19M ﹤0.01%
25,495
+6,581
2459
$1.18M ﹤0.01%
46,600
-1,700
2460
$1.17M ﹤0.01%
265,719
-28,381
2461
$1.17M ﹤0.01%
34,500
-1,100
2462
$1.16M ﹤0.01%
74,033
+10,473
2463
$1.16M ﹤0.01%
22,452
-200
2464
$1.16M ﹤0.01%
+186,768
2465
$1.15M ﹤0.01%
177,350
-19,200
2466
$1.15M ﹤0.01%
19,450
+1,326
2467
$1.15M ﹤0.01%
54
-24
2468
$1.14M ﹤0.01%
78,468
-1,641
2469
$1.14M ﹤0.01%
32,397
-1,269
2470
$1.14M ﹤0.01%
9,299
-8,070
2471
$1.14M ﹤0.01%
55,377
-6,424
2472
$1.14M ﹤0.01%
59,142
-12,491
2473
$1.13M ﹤0.01%
865,825
+8,000
2474
$1.13M ﹤0.01%
58,660
-43,950
2475
$1.13M ﹤0.01%
+18,062