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
2851
$899K ﹤0.01%
40,982
+35,123
2852
$896K ﹤0.01%
56,702
+34,148
2853
$894K ﹤0.01%
132,540
-3,884
2854
$894K ﹤0.01%
113,637
-1,038,117
2855
$891K ﹤0.01%
47,110
-30,000
2856
$891K ﹤0.01%
382,398
+306,993
2857
$890K ﹤0.01%
72,311
+7,038
2858
$887K ﹤0.01%
104,240
-16,673
2859
$887K ﹤0.01%
184,616
+55,153
2860
$885K ﹤0.01%
47,900
+47,150
2861
$884K ﹤0.01%
31,099
+2,055
2862
$878K ﹤0.01%
+88,701
2863
$876K ﹤0.01%
23,020
+6,068
2864
$873K ﹤0.01%
15,185
-91,466
2865
$871K ﹤0.01%
176,680
-153,703
2866
$870K ﹤0.01%
280,701
+252,172
2867
$870K ﹤0.01%
32,316
-6,248
2868
$870K ﹤0.01%
791,313
-66,419
2869
$870K ﹤0.01%
89,198
-15,202
2870
$867K ﹤0.01%
87,056
+77,224
2871
$865K ﹤0.01%
48,666
+21,807
2872
$864K ﹤0.01%
+20,038
2873
$861K ﹤0.01%
15,584
-53
2874
$858K ﹤0.01%
86,730
+42,114
2875
$852K ﹤0.01%
17,575
+1,709