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
2826
$935K ﹤0.01%
42,033
+13,109
2827
$935K ﹤0.01%
36,965
+23,248
2828
$933K ﹤0.01%
83,509
+3,203
2829
$932K ﹤0.01%
31,080
+8,728
2830
$930K ﹤0.01%
42,737
+39,500
2831
$929K ﹤0.01%
6,407
+3,636
2832
$927K ﹤0.01%
110,420
+106,817
2833
$924K ﹤0.01%
73,398
-24,654
2834
$922K ﹤0.01%
43,447
+2,682
2835
$920K ﹤0.01%
229,806
+59,255
2836
$920K ﹤0.01%
54,123
-10,541
2837
$919K ﹤0.01%
417,936
+61,264
2838
$919K ﹤0.01%
119,528
+119,395
2839
$918K ﹤0.01%
44,063
+12,817
2840
$912K ﹤0.01%
148,011
-44,727
2841
$912K ﹤0.01%
44,686
+29,587
2842
$910K ﹤0.01%
130,881
+85,916
2843
$910K ﹤0.01%
87,172
-797
2844
$908K ﹤0.01%
82,832
-71,304
2845
$907K ﹤0.01%
413,962
+95,381
2846
$907K ﹤0.01%
126,327
-4,254
2847
$903K ﹤0.01%
122,415
-3,891
2848
$900K ﹤0.01%
23,536
-14,141
2849
$900K ﹤0.01%
82,361
-751
2850
$899K ﹤0.01%
24,069
-4,887