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
3251
$29K ﹤0.01%
+725
3252
$29K ﹤0.01%
+1,050
3253
$29K ﹤0.01%
+48
3254
$29K ﹤0.01%
276
+125
3255
$29K ﹤0.01%
+1,171
3256
$28K ﹤0.01%
+778
3257
$28K ﹤0.01%
+435
3258
$28K ﹤0.01%
+532
3259
$28K ﹤0.01%
+2,000
3260
$28K ﹤0.01%
+1,500
3261
$28K ﹤0.01%
147,439
-56,036
3262
$27K ﹤0.01%
+463
3263
$27K ﹤0.01%
+40
3264
$27K ﹤0.01%
+2,150
3265
$27K ﹤0.01%
1,886
-80,604
3266
$27K ﹤0.01%
+1,550
3267
$27K ﹤0.01%
+658
3268
$26K ﹤0.01%
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3269
$26K ﹤0.01%
+1,108
3270
$26K ﹤0.01%
+2,892
3271
$26K ﹤0.01%
+2,123
3272
$26K ﹤0.01%
+1,000
3273
0
3274
$26K ﹤0.01%
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3275
$26K ﹤0.01%
+3,000