JP Morgan Chase

JP Morgan Chase 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
3226
$34K ﹤0.01%
274
-74,080
3227
$33K ﹤0.01%
+5,470
3228
$33K ﹤0.01%
+1,171
3229
$32K ﹤0.01%
33
-1,525
3230
$32K ﹤0.01%
+1,081
3231
$32K ﹤0.01%
+1,481
3232
$32K ﹤0.01%
+2,710
3233
$32K ﹤0.01%
+2,810
3234
$32K ﹤0.01%
+1,661
3235
$32K ﹤0.01%
+2,690
3236
$32K ﹤0.01%
6,329
-1,236,870
3237
$32K ﹤0.01%
+1,723
3238
$32K ﹤0.01%
9,100
-215,767
3239
$31K ﹤0.01%
+1,200
3240
$31K ﹤0.01%
5,561
-19,308
3241
$31K ﹤0.01%
+2,048
3242
$31K ﹤0.01%
+267
3243
$30K ﹤0.01%
+2,366
3244
$30K ﹤0.01%
+923
3245
0
3246
$30K ﹤0.01%
10,676
-247,165
3247
$30K ﹤0.01%
+4,246
3248
$30K ﹤0.01%
5,545
-12,089
3249
0
3250
$29K ﹤0.01%
+621