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
3051
$617K ﹤0.01%
30,678
+4,376
3052
$616K ﹤0.01%
48,842
-7,673
3053
$614K ﹤0.01%
86,625
+9,685
3054
$614K ﹤0.01%
45,990
+6,466
3055
$609K ﹤0.01%
37,511
+15,639
3056
$608K ﹤0.01%
101,447
+63,234
3057
$607K ﹤0.01%
22,426
-4,841
3058
$604K ﹤0.01%
199
-201
3059
$603K ﹤0.01%
104,930
-28,924
3060
$602K ﹤0.01%
70,303
+5,754
3061
$600K ﹤0.01%
12,393
-12,740
3062
$600K ﹤0.01%
59,130
+19,186
3063
$597K ﹤0.01%
16,272
+3,129
3064
$595K ﹤0.01%
+32,775
3065
$594K ﹤0.01%
35,850
+140
3066
$593K ﹤0.01%
42,430
+6,785
3067
$592K ﹤0.01%
20,136
+1,001
3068
$589K ﹤0.01%
26,162
+12,285
3069
$587K ﹤0.01%
43,048
+29,828
3070
$586K ﹤0.01%
+21,703
3071
$586K ﹤0.01%
40,544
+21,177
3072
$585K ﹤0.01%
153,890
-169,073
3073
$581K ﹤0.01%
31,000
+12,014
3074
$580K ﹤0.01%
40,290
-7,402
3075
$579K ﹤0.01%
10,228
-326