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
3026
$649K ﹤0.01%
427,496
+164,192
3027
$647K ﹤0.01%
16,048
-9,858
3028
$646K ﹤0.01%
18,020
+10,845
3029
$646K ﹤0.01%
7,840
+2,715
3030
$644K ﹤0.01%
49,839
+47,767
3031
$642K ﹤0.01%
47,016
+7,603
3032
$641K ﹤0.01%
148,658
-6,629
3033
$639K ﹤0.01%
10,477
-326
3034
$639K ﹤0.01%
34,712
+6,663
3035
$638K ﹤0.01%
24,713
+1,105
3036
$637K ﹤0.01%
26,075
+6,759
3037
$636K ﹤0.01%
+38,997
3038
$635K ﹤0.01%
447,143
+54,096
3039
$633K ﹤0.01%
66,245
+11,319
3040
$632K ﹤0.01%
52,852
+35,688
3041
$631K ﹤0.01%
19,974
+611
3042
$631K ﹤0.01%
34,824
+26,270
3043
$631K ﹤0.01%
15,207
-44,364
3044
$631K ﹤0.01%
78,106
-55,172
3045
$625K ﹤0.01%
54,300
-12,062
3046
$623K ﹤0.01%
49,964
-309,476
3047
$622K ﹤0.01%
12,928
-36,700
3048
$622K ﹤0.01%
+63,664
3049
$621K ﹤0.01%
48,056
+26,001
3050
$618K ﹤0.01%
99,574
-36,098