JP Morgan Chase & Co

JP Morgan Chase & Co 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

Top Sells

1
+$1.34B
2
+$1.33B
3
+$712M
4
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$641M
5
AMJ
JP Morgan Alerian MLP Index ETN 5/24/24
AMJ
+$628M

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
51
$1.4B 0.35%
51,499,043
-2,668,530
52
$1.35B 0.34%
11,762,831
+4,085,827
53
$1.33B 0.33%
26,615,031
+5,040,859
54
$1.32B 0.33%
26,288,689
-3,817,227
55
$1.32B 0.33%
4,304,492
+357,790
56
$1.26B 0.32%
22,070,977
+445,477
57
$1.25B 0.31%
22,748,815
+478,602
58
$1.24B 0.31%
6,638,250
+701,519
59
$1.23B 0.31%
3,606,165
+543,984
60
$1.21B 0.3%
7,502,969
-852,852
61
$1.21B 0.3%
6,564,946
-401,399
62
$1.2B 0.3%
8,051,059
-34,242
63
$1.2B 0.3%
27,963,938
+3,573,385
64
$1.2B 0.3%
26,744,871
+3,058,358
65
$1.18B 0.3%
45,449,766
+6,908,327
66
$1.16B 0.29%
19,580,711
+2,697,466
67
$1.12B 0.28%
19,499,335
-1,860,735
68
$1.08B 0.27%
11,337,206
-655,952
69
$1.07B 0.27%
32,632,997
+11,677,340
70
$1.07B 0.27%
23,211,522
+420,873
71
$1.06B 0.27%
54,689,939
-1,790,220
72
$1.05B 0.26%
46,091,432
+1,074,115
73
$1.05B 0.26%
40,346,280
-12,074,840
74
$1.02B 0.26%
13,059,649
-3,165,274
75
$1.01B 0.25%
12,009,257
+461,569
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3
4 5