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
2976
$713K ﹤0.01%
33,398
-13,445
2977
$713K ﹤0.01%
29,841
-3,298
2978
$712K ﹤0.01%
63,715
-186,687
2979
$712K ﹤0.01%
177,438
+28,207
2980
$709K ﹤0.01%
132,825
+103,197
2981
$705K ﹤0.01%
113,761
+16,596
2982
$705K ﹤0.01%
358
+66
2983
$701K ﹤0.01%
50,657
+8,716
2984
$700K ﹤0.01%
12,594
+4,401
2985
$700K ﹤0.01%
454,316
+417,152
2986
$698K ﹤0.01%
50,652
-2,706
2987
$696K ﹤0.01%
33,206
+3,915
2988
$696K ﹤0.01%
25,996
-15,213
2989
$696K ﹤0.01%
212,717
-157,794
2990
$695K ﹤0.01%
55,467
+45,108
2991
$694K ﹤0.01%
175,913
-98,862
2992
$689K ﹤0.01%
45,429
+33,550
2993
$687K ﹤0.01%
13,373
+2,345
2994
$684K ﹤0.01%
10,913
+5,759
2995
$683K ﹤0.01%
210,152
+123,910
2996
$683K ﹤0.01%
119,065
+13,691
2997
$683K ﹤0.01%
3,964
-176
2998
$681K ﹤0.01%
558,149
-202,132
2999
$679K ﹤0.01%
12,945
+3,093
3000
$679K ﹤0.01%
46,866
+32,590