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
3301
$21K ﹤0.01%
+1,600
3302
$21K ﹤0.01%
+1,045
3303
$20K ﹤0.01%
708
-42,825
3304
$20K ﹤0.01%
+774
3305
$20K ﹤0.01%
+1,815
3306
$20K ﹤0.01%
+348
3307
$20K ﹤0.01%
2,551
-89,583
3308
$20K ﹤0.01%
+16,643
3309
$19K ﹤0.01%
+933
3310
$19K ﹤0.01%
+1,037
3311
$19K ﹤0.01%
+1,134
3312
$19K ﹤0.01%
+1,903
3313
$19K ﹤0.01%
4,465
-8,310
3314
$19K ﹤0.01%
+143
3315
$19K ﹤0.01%
+1,064
3316
$19K ﹤0.01%
+816
3317
$18K ﹤0.01%
+750
3318
$18K ﹤0.01%
+2,554
3319
$18K ﹤0.01%
26,330
-2,030
3320
$18K ﹤0.01%
+4,619
3321
$18K ﹤0.01%
+3,244
3322
$18K ﹤0.01%
+1,135
3323
$18K ﹤0.01%
+400
3324
$17K ﹤0.01%
+605
3325
$17K ﹤0.01%
+1,654