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
3551
$5K ﹤0.01%
1,151
-192,149
3552
$5K ﹤0.01%
+402
3553
$5K ﹤0.01%
+30
3554
$5K ﹤0.01%
+193
3555
$5K ﹤0.01%
+365
3556
$5K ﹤0.01%
+220
3557
$5K ﹤0.01%
+1,373
3558
$5K ﹤0.01%
+7,076
3559
$5K ﹤0.01%
+1,606
3560
$5K ﹤0.01%
+754
3561
$5K ﹤0.01%
+310
3562
$5K ﹤0.01%
+10
3563
$5K ﹤0.01%
+378
3564
$5K ﹤0.01%
+1,683
3565
$5K ﹤0.01%
100
-3,992
3566
$5K ﹤0.01%
+577
3567
$5K ﹤0.01%
+943
3568
$5K ﹤0.01%
+187
3569
$5K ﹤0.01%
+834
3570
$5K ﹤0.01%
+20
3571
$5K ﹤0.01%
+453
3572
$4K ﹤0.01%
299
-117,100
3573
$4K ﹤0.01%
+384
3574
$4K ﹤0.01%
+192
3575
$4K ﹤0.01%
+613