JP Morgan Chase

JP Morgan Chase Portfolio holdings

AUM $1.49T
1-Year Est. Return 24.92%
 

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 Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.92%
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 7.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2801
$387K ﹤0.01%
24,962
+8,282
2802
$387K ﹤0.01%
15,866
-2,309
2803
$386K ﹤0.01%
+13,915
2804
$385K ﹤0.01%
+26,325
2805
$385K ﹤0.01%
12,276
-9,811
2806
$383K ﹤0.01%
10,743
-235
2807
$383K ﹤0.01%
30,514
+19,649
2808
$381K ﹤0.01%
8,423
+159
2809
$378K ﹤0.01%
7,148
-4,238
2810
$378K ﹤0.01%
23,612
+712
2811
$378K ﹤0.01%
90,000
2812
$377K ﹤0.01%
72,516
-1,306
2813
$377K ﹤0.01%
10,172
-1,005
2814
$374K ﹤0.01%
57,489
+18,460
2815
$374K ﹤0.01%
56,247
-7,254
2816
$374K ﹤0.01%
152,044
-2,901
2817
$371K ﹤0.01%
26,696
-6,797
2818
$370K ﹤0.01%
13,814
2819
$368K ﹤0.01%
26,364
+1,979
2820
$368K ﹤0.01%
5,977
-6,088
2821
$368K ﹤0.01%
14,800
+696
2822
$367K ﹤0.01%
9,311
-3,120
2823
$365K ﹤0.01%
7,413
-1,207
2824
$364K ﹤0.01%
25,550
-2,859
2825
$363K ﹤0.01%
11,615