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
3401
$11K ﹤0.01%
+564
3402
$11K ﹤0.01%
96,551
3403
$11K ﹤0.01%
2,453
-160,697
3404
$11K ﹤0.01%
+1,458
3405
$11K ﹤0.01%
+801
3406
$11K ﹤0.01%
+160
3407
$10K ﹤0.01%
+511
3408
$10K ﹤0.01%
442
-8,328
3409
$10K ﹤0.01%
+295
3410
$10K ﹤0.01%
4,085
-7,678
3411
$10K ﹤0.01%
356
-13,000
3412
$10K ﹤0.01%
+600
3413
$10K ﹤0.01%
+322
3414
$10K ﹤0.01%
700
-402,792
3415
$10K ﹤0.01%
3,074
-68,077
3416
$10K ﹤0.01%
287
-39,637
3417
$10K ﹤0.01%
+1,813
3418
$10K ﹤0.01%
+202
3419
$10K ﹤0.01%
+1,216
3420
$10K ﹤0.01%
+22
3421
$10K ﹤0.01%
+368
3422
$10K ﹤0.01%
+1,200
3423
$10K ﹤0.01%
+396
3424
$10K ﹤0.01%
+189
3425
$10K ﹤0.01%
201
-8,096