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
3626
$3K ﹤0.01%
604
3627
$3K ﹤0.01%
+486
3628
$3K ﹤0.01%
+168
3629
$3K ﹤0.01%
+74
3630
$3K ﹤0.01%
+602
3631
$3K ﹤0.01%
361,556
3632
$3K ﹤0.01%
+838
3633
$3K ﹤0.01%
+349
3634
$3K ﹤0.01%
+681
3635
$3K ﹤0.01%
+254
3636
$3K ﹤0.01%
+153
3637
$3K ﹤0.01%
+240
3638
$3K ﹤0.01%
+197
3639
$3K ﹤0.01%
+354
3640
$3K ﹤0.01%
+342
3641
$3K ﹤0.01%
+273
3642
$3K ﹤0.01%
+93
3643
$3K ﹤0.01%
+355
3644
$3K ﹤0.01%
+202
3645
$3K ﹤0.01%
+1,700
3646
$3K ﹤0.01%
+200
3647
$3K ﹤0.01%
+280
3648
$3K ﹤0.01%
+401
3649
$3K ﹤0.01%
+124
3650
$3K ﹤0.01%
+561