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
3001
$677K ﹤0.01%
8,900
-2,533
3002
$676K ﹤0.01%
37,319
-54,605
3003
$672K ﹤0.01%
35,584
+11,233
3004
$672K ﹤0.01%
61,259
+14,324
3005
$671K ﹤0.01%
95,298
-43,521
3006
$670K ﹤0.01%
35,687
-35,827
3007
$669K ﹤0.01%
24,852
+12,858
3008
$669K ﹤0.01%
37,199
-2,679
3009
$668K ﹤0.01%
+13,370
3010
$668K ﹤0.01%
28,827
+7,364
3011
$667K ﹤0.01%
54,100
-1,500
3012
$667K ﹤0.01%
34,181
+28,423
3013
$665K ﹤0.01%
32,071
+21,581
3014
$662K ﹤0.01%
152,944
-182,220
3015
$661K ﹤0.01%
27,984
-52,283
3016
$661K ﹤0.01%
11,368
-20,138
3017
$660K ﹤0.01%
131,989
+76,664
3018
$660K ﹤0.01%
254,868
+53,654
3019
$659K ﹤0.01%
34,029
+5,731
3020
$657K ﹤0.01%
77,794
-10,114
3021
$657K ﹤0.01%
61,395
-112,290
3022
$654K ﹤0.01%
14,335
+2,334
3023
$652K ﹤0.01%
36,290
+6,065
3024
$650K ﹤0.01%
30,956
-135
3025
$649K ﹤0.01%
4,395
+982