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
3101
$537K ﹤0.01%
41,158
+23,592
3102
$535K ﹤0.01%
28,232
-2,598
3103
$531K ﹤0.01%
32,887
+4,225
3104
$531K ﹤0.01%
5,886
+827
3105
$531K ﹤0.01%
9,648
+1,183
3106
$530K ﹤0.01%
55,485
+41,435
3107
$529K ﹤0.01%
4,615
+2,582
3108
$528K ﹤0.01%
46,926
+4,419
3109
$528K ﹤0.01%
14,587
-6,357
3110
$527K ﹤0.01%
3,666
-60,636
3111
$526K ﹤0.01%
71,594
-2,645
3112
$522K ﹤0.01%
362,377
+344,108
3113
$521K ﹤0.01%
19,058
+2,858
3114
$520K ﹤0.01%
24,176
+4,646
3115
$517K ﹤0.01%
280,747
+239,729
3116
$514K ﹤0.01%
8,740
+646
3117
$514K ﹤0.01%
19,576
-242
3118
$513K ﹤0.01%
41,386
-2,208
3119
$512K ﹤0.01%
35,716
+35,439
3120
$508K ﹤0.01%
16,916
+5,296
3121
$507K ﹤0.01%
90,366
-475,529
3122
$506K ﹤0.01%
15,503
+15,400
3123
$506K ﹤0.01%
89,644
-240,877
3124
$504K ﹤0.01%
+44,273
3125
$502K ﹤0.01%
19,683
-36,637