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
3126
$502K ﹤0.01%
4,494
+2,721
3127
$496K ﹤0.01%
15,066
+1,680
3128
$495K ﹤0.01%
78,357
-1,031,489
3129
$495K ﹤0.01%
306,202
+233,190
3130
$493K ﹤0.01%
23,247
+19,464
3131
$492K ﹤0.01%
84,441
+81,543
3132
$491K ﹤0.01%
49,949
+4,647
3133
$491K ﹤0.01%
17,363
-3,500
3134
$490K ﹤0.01%
5,588
-866
3135
$488K ﹤0.01%
32,059
+15,917
3136
$486K ﹤0.01%
218,997
-883,516
3137
$485K ﹤0.01%
1,387,753
+1,259,407
3138
$485K ﹤0.01%
10,952
+716
3139
$485K ﹤0.01%
1,447,289
+672,871
3140
$483K ﹤0.01%
40,532
-171
3141
$482K ﹤0.01%
58,739
-68,445
3142
$481K ﹤0.01%
50,900
-4,190
3143
$478K ﹤0.01%
+15,010
3144
$478K ﹤0.01%
+209,615
3145
$477K ﹤0.01%
148,567
-53,064
3146
$477K ﹤0.01%
31,622
+4,027
3147
$477K ﹤0.01%
191,709
+7,470
3148
$476K ﹤0.01%
17,206
+793
3149
$476K ﹤0.01%
79,643
-32,036
3150
$475K ﹤0.01%
1,391
-517