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
3326
$17K ﹤0.01%
+534
3327
$17K ﹤0.01%
+972
3328
$17K ﹤0.01%
+546
3329
$17K ﹤0.01%
19,715
-27,321
3330
0
3331
$16K ﹤0.01%
+456
3332
$16K ﹤0.01%
211
-12,923
3333
$16K ﹤0.01%
+614
3334
$16K ﹤0.01%
+635
3335
$16K ﹤0.01%
+575
3336
$16K ﹤0.01%
390
-6,537
3337
$16K ﹤0.01%
+327
3338
$16K ﹤0.01%
15,880
-6,167
3339
$15K ﹤0.01%
+1,527
3340
$15K ﹤0.01%
13,647
-233,625
3341
$15K ﹤0.01%
+1,505
3342
$15K ﹤0.01%
+683
3343
$15K ﹤0.01%
1,778
-409,533
3344
$15K ﹤0.01%
+827
3345
$15K ﹤0.01%
+686
3346
$15K ﹤0.01%
+1,698
3347
$15K ﹤0.01%
+639
3348
$15K ﹤0.01%
+2,091
3349
$15K ﹤0.01%
+524
3350
$15K ﹤0.01%
503
-42,675