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
$401B
AUM Growth
-$87.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,040
New
Increased
Reduced
Closed

Top Sells

1 +$1.11B
2 +$1.1B
3 +$933M
4
BBEU icon
JPMorgan BetaBuilders Europe ETF
BBEU
+$921M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$787M

Sector Composition

1 Technology 15.74%
2 Healthcare 11.55%
3 Financials 11.4%
4 Consumer Discretionary 9.54%
5 Industrials 6.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2551
$1.66M ﹤0.01%
480,628
+390,978
2552
$1.66M ﹤0.01%
159,380
+134,920
2553
$1.66M ﹤0.01%
80,837
-52,408
2554
$1.65M ﹤0.01%
11,141
+5,737
2555
$1.65M ﹤0.01%
49,528
+24,185
2556
$1.65M ﹤0.01%
33,851
+17,799
2557
$1.65M ﹤0.01%
190,789
+156,910
2558
$1.64M ﹤0.01%
189,700
+127,406
2559
$1.64M ﹤0.01%
89,347
-35,969
2560
$1.63M ﹤0.01%
456,498
+125,983
2561
$1.63M ﹤0.01%
262,317
+200,662
2562
$1.63M ﹤0.01%
40,879
+10,798
2563
$1.63M ﹤0.01%
90,613
+50,223
2564
$1.62M ﹤0.01%
+113,658
2565
$1.62M ﹤0.01%
559,956
+183,286
2566
$1.61M ﹤0.01%
62,658
-4,097
2567
$1.61M ﹤0.01%
48,983
+48,938
2568
$1.6M ﹤0.01%
257,891
+249,883
2569
$1.59M ﹤0.01%
97,474
-1,329
2570
$1.59M ﹤0.01%
155,706
-4,535
2571
$1.59M ﹤0.01%
134,085
+6,304
2572
$1.59M ﹤0.01%
53,349
-59,761
2573
$1.59M ﹤0.01%
52,661
+41,476
2574
$1.58M ﹤0.01%
104,016
-16,867
2575
$1.58M ﹤0.01%
32,451
+22,086