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
2626
$1.45M ﹤0.01%
33,424
-32,483
2627
$1.45M ﹤0.01%
53,799
-7,107
2628
$1.45M ﹤0.01%
8,002
+4,872
2629
$1.45M ﹤0.01%
7,265
+6,893
2630
$1.45M ﹤0.01%
+42,613
2631
$1.44M ﹤0.01%
24,522
+9,448
2632
$1.44M ﹤0.01%
138,095
+67,962
2633
$1.44M ﹤0.01%
58,501
+704
2634
$1.43M ﹤0.01%
1,064,553
-71,100
2635
$1.43M ﹤0.01%
3,880
+2,283
2636
$1.42M ﹤0.01%
76,614
+28,373
2637
$1.42M ﹤0.01%
65,171
+15,477
2638
$1.42M ﹤0.01%
91,343
+79,578
2639
$1.41M ﹤0.01%
81,888
+51,463
2640
$1.41M ﹤0.01%
174,997
-254,409
2641
$1.41M ﹤0.01%
60,544
+21,636
2642
$1.41M ﹤0.01%
119,888
+110,621
2643
$1.4M ﹤0.01%
19,418
-226,515
2644
$1.4M ﹤0.01%
34,860
+26,103
2645
$1.4M ﹤0.01%
51,875
+46,820
2646
$1.4M ﹤0.01%
48,596
-56,620
2647
$1.4M ﹤0.01%
63,962
-291,735
2648
$1.39M ﹤0.01%
94,829
+94,123
2649
$1.39M ﹤0.01%
98,888
+96,210
2650
$1.39M ﹤0.01%
176,024
-74,865