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
2901
$825K ﹤0.01%
141,886
+9,965
2902
$824K ﹤0.01%
+17,244
2903
$824K ﹤0.01%
10,702
-6,510
2904
$818K ﹤0.01%
24,229
+2,627
2905
$817K ﹤0.01%
192,141
-107,042
2906
$815K ﹤0.01%
14,143
+543
2907
$808K ﹤0.01%
16,513
-9,203
2908
$807K ﹤0.01%
25,827
-1,047
2909
$807K ﹤0.01%
+15,596
2910
$804K ﹤0.01%
33,299
-1,826,636
2911
$803K ﹤0.01%
87,454
+67,451
2912
$803K ﹤0.01%
16,392
+11,435
2913
$799K ﹤0.01%
422,711
+354,945
2914
$796K ﹤0.01%
40,338
+28,605
2915
$796K ﹤0.01%
24,406
-7,526
2916
$795K ﹤0.01%
39,708
-2,825
2917
$795K ﹤0.01%
15,531
-17,834
2918
$795K ﹤0.01%
16,092
-108,806
2919
$794K ﹤0.01%
51,047
+14,490
2920
$794K ﹤0.01%
484,596
-12,891
2921
$794K ﹤0.01%
39,188
+26,303
2922
$792K ﹤0.01%
1,804
-2,600
2923
$791K ﹤0.01%
+11,300
2924
$789K ﹤0.01%
37,607
-9,651
2925
$786K ﹤0.01%
37,156
+5,645